MW
CFA
MW
CFA

Michael Wang

5 Years of Experience
Menlo Park, CA
Broker

Michael Wang is a CFA-designated registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 5 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
Loading...

Location

2775 Sand Hill Road, Suite 120, Menlo Park, CA, 94025

Get directions

History

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 →
Other Business Activities

Michael is a board member of New Horizon Career Club, a non-profit organization in Toronto, Canada, since 2015. This takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
September 2020 - Present · 5 yrs 8 mos
Morgan StanleyBroker
August 2020 - Present · 5 yrs 9 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Wang - Financial Advisor | TrueAdvisor