Sibyl Woo is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
2775 Sand Hill Road, Suite 120, Menlo Park, CA, 94025
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Regulatory History (1)
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Customer Dispute
November 2020Closed-No Action
Employment History
Current Registrations
Morgan Stanley
January 2022 - Present · 4 yrs 4 mos
Morgan StanleyBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
November 2018 - August 2021 · 2 yrs 9 mos
Vanguard Marketing CorporationBroker
October 2017 - October 2018 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.