EH
EH

Elaine Ho

2 Years of Experience
Palo Alto, CA
Broker

Elaine Ho is a registered investment advisor at Morgan Stanley, based in Palo Alto, 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

245 Lytton Avenue, Suite 200, Palo Alto, CA, 94301

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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

Elaine works part-time as a Chinese translator for the San Francisco-Marin Food Bank, a non-profit organization, since 2018. This involves translating materials related to their daily operations and takes minimal time.

Employment History
Current Registrations
Morgan Stanley
July 2023 - Present · 2 yrs 10 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
State Registrations35 states
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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.
Elaine Ho - Financial Advisor | TrueAdvisor