Li
Cao
Morgan Stanley
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About this Advisor
Li Cao is a financial advisor based in Greenwich, Connecticut, working with Morgan Stanley. Li has previously held positions at Transamerica Financial Advisors, Inc, Morgan Stanley, and Morgan Stanley Private Bank, N.A. Li has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Connecticut. Currently, Li is part of Morgan Stanley, which operates out of Greenwich, Connecticut. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
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
Li Cao Work History
Morgan Stanley
Morgan Stanley Private Bank, N.A
Transamerica Financial Advisors, Inc
Morgan Stanley
Disclosures
Please visit the SEC profile of Li Cao 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
Kansas City, MO
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San Diego, CA
Boston, MA
Wellesley Hills, MA
Kingsport, TN
Woodland Hills, CA
Oneonta, NY
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