Chris Hu is a CFA-designated registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 6 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
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
September 2025 - Present · 8 mos
Morgan Stanley
September 2025 - Present · 8 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
August 2025 - September 2025 · 1 mo
Charles Schwab & CO., INC.
August 2025 - September 2025 · 1 mo
Strategic Advisers LLC
March 2025 - July 2025 · 4 mos
Fidelity Personal and Workplace Advisors
July 2022 - March 2025 · 2 yrs 8 mos
Fidelity Brokerage Services LLCBroker
July 2022 - July 2025 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2020 - May 2022 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2019 - May 2022 · 2 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.