Alexander Chan is a CFA-designated registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Fee Structure
Location
555 California Street, Pwm, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander is a limited partner in Columbus Ave LP since 2012 and a passive investor in California Property Holding, LLC since 2019, both real estate investments. These activities require minimal time commitment.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
First Republic Securities Company, LLCBroker
First Republic Investment Management, INC.
State Registrations53 states
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