Nina
Chung

Morgan Stanley

CRD#3070366
Investment Advisor
in Walnut Creek, CA

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About this Advisor

Nina Chung is a financial advisor operating in Walnut Creek, California with a total of 10 years of relevant experience. Chung is on the advisory team at Morgan Stanley. During their career, the advisor has held roles at Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Inc. Chung maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to operate in California and Texas. Morgan Stanley is a financial advisory business operating out of Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 employees. It controls $1 trillion in assets between its 2,233,188 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Morgan Stanley provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely are based on the type of financial services provided. However, fee types billed by Morgan Stanley may include some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

1333 North California Boulevard Suite 133
Walnut Creek, CA 94596

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

CA Average: $7,464,549,021
Total Number of Employees

28,000

CA Average: 88
Total Number of Accounts

2,233,188

CA Average: 3,892
Average Account Size

$530,659

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Nina Chung Work History

Nina has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Morgan Stanley

2004 - 2013 (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nina Chung to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Janelle Williams
Billings, MT
Katherine Figus
Chicago, IL
Ellen Spitz
Garden City, NY
Seth Hart
New York, NY
Charles Doering
Walnut Creek, CA
Monica Handy
Richmond, VA
Calvin Mason
Pueblo, CO
William Dilodovico
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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