Tsun yen Chong Luo
Investment adviser representative at Morgan Stanley
16 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Tsun yen Chong Luo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Morgan Stanley Private Bank, N.AMar 2020 to now
- Morgan StanleyFeb 2020 to now
- Morgan Stanley Smith Barney LLCFeb 2020 to now
- J.P. Morgan Chase Bank, N.A.Oct 2010 to Feb 2020
- J.P Morgan Securities Inc.Aug 2010 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5266414
- Firm CRD
- 149777