Hao DongCRD Number: 6235853
Current Firm: Morgan Stanley
Hao Dong (CRD# 6235853) is an Investment Advisor Representative working at Morgan Stanley in Los Gatos, CA and has over 2 years of experience in the finance industry.
Three Bell Capital LLC
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Morgan Stanley||Los Gatos, CA||Jul 2014 - Current||3|
|Morgan Stanley||Los Gatos, CA||Jul 2013 - Jul 2014||1|
|Santa Clara University||Santa Clara, CA||Sep 2010 - Jun 2014||3|
|Santa Clara University||Santa Clara, CA||May 2013 - Sep 2013||< 1|
|Evergreen United Education Foundation||San Jose, CA||Jul 2012 - Jan 2013||< 1|
|Gap Inc.||San Jose, CA||Jul 2011 - Jan 2012||< 1|
|Unemployed||San Jose, CA||Jul 2010 - Aug 2010||< 1|
|Santa Teresa High||San Jose, CA||Sep 2006 - Jun 2010||3|
|Unemployed||San Jose, CA||Jul 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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