Alexander ChanCRD Number: 7530994
Current Firm: Morgan Stanley
Alexander Chan (CRD# 7530994) is an Investment Advisor Representative working at Morgan Stanley in San Francisco, CA and has 1 year of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
|Morgan Stanley Smith Barney LLC||San Francisco, CA||Apr 2023 - Current||< 1|
|First Republic Securities Company, LLC||San Francisco, CA||May 2022 - Apr 2023||< 1|
|First Republic Investment Management, Inc.||San Francisco, CA||Mar 2022 - Apr 2023||1|
|Bank Of The West||San Francisco, CA||Aug 2014 - Mar 2022||7|
|Cepheid||Sunnyvale, CA||Mar 2014 - Aug 2014||< 1|
|Santa Clara University||Santa Clara, CA||Jun 2013 - Jun 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2022|
Total Assets Under Management1,185,061MILLIONS
Total Number of Accounts2,233,188ACCOUNTS
Average Account Value$530,659
- 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 investment companies (as well as "business development companies")
- 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, WY
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