Ran Zhou, financial advisor San Mateo CA
93 score

Ran Zhou

CRD Number: 5892122
Current Firm: Morgan Stanley

Ran Zhou (CRD# 5892122) is an Investment Advisor Representative working at Morgan Stanley in San Mateo, CA and has over 6 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 Aug 2017 - Current < 1
Morgan Stanley San Mateo, CA Aug 2017 - Current < 1
Bank Of America, N.a. San Francisco, CA Mar 2016 - Jul 2017 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco, CA Jan 2011 - Jul 2017 6
University Of Sanfrancisco San Francisco, CA Aug 2009 - Jan 2011 1
Hsbc Beijing, Sep 2004 - Aug 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Ran Zhou
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    598,503
    MILLIONS
  • Total Number of Accounts
    1,610,240
    ACCOUNTS
  • Average Account Value
    $371,685
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 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
  • 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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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