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Wilson Hu

2 Years of Experience
San Francisco, CA
Broker

Wilson Hu is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 2 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

555 California Street, 35th Floor, San Francisco, CA, 94104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Wilson works in customer service and sales/marketing for Luxottica, a hospital/healthcare company, dedicating minimal time outside of business hours. He also manages rental property, spending minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
January 2025 - Present · 1 yr 4 mos
Morgan Stanley
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Equitable Advisors, LLC
May 2023 - December 2024 · 1 yr 7 mos
Equitable Advisors, LLCBroker
May 2023 - December 2024 · 1 yr 7 mos
J.P. Morgan Securities LLCBroker
September 2019 - November 2019 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.