Serena
Truong
Morgan Stanley
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About this Advisor
Serena Truong is a financial advisor based in Palo Alto, California with 2 years of relevant experience. Truong is on the advisory team at Morgan Stanley. Their career trajectory has included roles at Morgan Stanley, Pantheon Wealth Planning, Starbucks, In-N-Out Burgers Inc and University Of California, Irvine. Truong holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in California and Texas. Morgan Stanley is a registered investment business operating out of Purchase, NY. The firm has offices in 930 locations and a total of 28,000 people on staff. It controls $1 trillion in total assets between its 2,233,188 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. Morgan Stanley has a wide assortment 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 for financial advice usually depend on which services are provided. Fees billed by Morgan Stanley can be comprised of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,185,061,196,999
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
28,000
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2,233,188
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$530,659
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
Serena Truong Work History
Serena has been registered as a financial advisor for 2 years.*
Morgan Stanley
Pantheon Wealth Planning
Starbucks
University Of California, Irvine
University Of California, Irvine
In-N-Out Burgers Inc
In-N-Out Burgers Inc
University Of California, Irvine
*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 Serena Truong 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
Billings, MT
Lutherville Timonium, MD
Baltimore, MD
New York, NY
Walnut Creek, CA
Miami, FL
Pueblo, CO
Garden City, NY
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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