Anny Chien, financial advisor Pasadena CA
88 score

Anny Chien

CRD Number: 5914740
Current Firm: Morgan Stanley

Anny Chien (CRD# 5914740) is an Investment Advisor Representative working at Morgan Stanley in Pasadena, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Pasadena, CA Jan 2014 - Current 2
Union Bank Los Angeles, CA Oct 2012 - Dec 2013 1
Ubs Financial Services Inc. San Francisco, CA Apr 2011 - Oct 2012 1
Wells Fargo Bank Dublin, CA Feb 2010 - Mar 2011 1
Illume Candles San Francisco, CA May 2009 - Jan 2010 < 1
Uc Berkeley, Wen-hua High School Berkeley, CA Jan 2001 - May 2009 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Anny Chien
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
88
Clean Record
This advisor has a clean track record with regulators.

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