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Joshua Sheng

1 Year of Experience
Menlo Park, CA
Broker

Joshua Sheng is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 1 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

2882 Sand Hill Road, Suite 200, Menlo Park, CA, 94025

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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.

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Other Business Activities

Joshua is self-employed in the education sector as a sole proprietor/owner since 2016. He dedicates about 10-20% of his time to customer service after business hours.

Employment History
Current Registrations
Morgan Stanley
July 2024 - Present · 2 yrs
Morgan StanleyBroker
April 2024 - Present · 2 yrs 3 mos
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Joshua Sheng - Financial Advisor | TrueAdvisor