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Borami Yoon 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
2882 Sand Hill Road, Suite 200, Menlo Park, CA, 94025
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Regulatory History (2)
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Customer Dispute
June 2024Pending
Customer Dispute
March 2021Denied
Employment History
Current Registrations
Morgan Stanley
June 2019 - Present · 6 yrs 11 mos
Morgan StanleyBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2018 - May 2019 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2017 - May 2019 · 1 yr 6 mos
State Registrations18 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.