Gregory
Chou

Morgan Stanley

CRD#1014164
Investment Advisor
in Kahului, HI
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About this Advisor

Gregory Chou is a financial advisor based out of Kahului, Hawaii, with 11 years in the industry. Chou is on the advisory team at Morgan Stanley. During their career, the advisor has held roles at Morgan Stanley Private Bank, N.A, Morgan Stanley & Co., Inc and Morgan Stanley Smith Barney LLC. Chou has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Hawaii. Morgan Stanley is a registered investment firm based in Kahului, Hawaii. The company has offices in 702 locations and a total of 26,000 advisors. It controls $735 billion in total assets among its 1,724,668 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 283 charitable organizations. Morgan Stanley has a number 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 usually vary depending on which services the firm provides the client. However, fees charged by Morgan Stanley likely consist of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

Disclosures

Yes

Office Location

33 Lono Avenue Suite 330
Kahului, HI 96732

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

HI Average: 88
Total Number of Accounts

1,815,592

HI Average: 3,892
Average Account Size

$401,659

HI Average: $1,917,921

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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

Gregory Chou Work History

Gregory has 11 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, N.A

2009 - Present (10 years)

Morgan Stanley Smith Barney LLC

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

Disclosures

Gregory Chou has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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