Haiou
Allen
Morgan Stanley
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About this Advisor
Haiou Allen is a financial advisor working in Tampa, Florida who has 1 year of relevant experience. Allen works at Morgan Stanley. Throughout their career, Allen has worked at Morgan Stanley, Mosquito Hunters Of Tampa, China Smart Home Group Co.LTD, Bank Of Nanjing, University Of South Florida and E*Trade Securities LLC. Allen maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida and Texas. Morgan Stanley is a financial advisory business operating out of Purchase, NY. The company has offices in 930 locations and a total of 28,000 advisors. It handles $1 trillion in assets across its 2,233,188 accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. The company performs a number of services, including 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 services offered. However, fees charged by Morgan Stanley most likely consist 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
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
Haiou Allen Work History
Haiou has been registered as a financial advisor for 1 years.*
E*Trade Securities LLC
Morgan Stanley
Mosquito Hunters Of Tampa
China Smart Home Group Co.LTD
University Of South Florida
Bank Of Nanjing
*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 Haiou Allen 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
Baltimore, MD
Billings, MT
Oakland, CA
Fort Lauderdale, FL
Walnut Creek, CA
New York, NY
Pueblo, CO
Blue Bell, PA
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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