Ke Zhang, financial advisor Los Angeles CA
90 score

Ke Zhang

CRD Number: 6115561
Current Firm: Morgan Stanley

Ke Zhang (CRD# 6115561) is an Investment Advisor Representative working at Morgan Stanley in Los Angeles, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Los Angeles, CA Sep 2012 - Current 4
Extended Travel China, May 2012 - Aug 2012 < 1
University Of Southern California Los Angeles, CA Jul 2010 - May 2012 1
Morgan Stanley Hong Kong, Jun 2011 - Aug 2011 < 1
Wall Street Multimedia Beijing, May 2010 - Sep 2010 < 1
George Mason University Fairfax, VA Aug 2009 - May 2010 < 1
Jones Lang Lasalle Beijing, Jul 2007 - Jul 2009 2
Xi'an International Studies University Xi'an, Sep 2003 - Jul 2007 3
University Of Oklahoma Norman, OK Aug 2006 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Ke Zhang
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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