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John Z Huang

Morgan Stanley & Co. LLC

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About John Z Huang

John Huang is a financial advisor registered with Morgan Stanley & Co. LLC. John has been working in the financial industry since January 11, 2020. John has passed the Series 6, Series 63, SIE and Series 99TO exams. John is currently registered with Morgan Stanley & Co. LLC and Wealthpenn.comllc.

Firm Information

John Huang is currently registered with Morgan Stanley & Co. LLC. Morgan Stanley & Co. LLC is a Limited Liability Company formed on December 3, 1969. It is registered in 53 states and has one approved SEC registration. The firm has been involved in 471 Regulatory Events, 5 Civil Events, and 54 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

462

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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John Huang’s Registration & Firm History

NY

07/19/2023 - Present

Morgan Stanley & Co. LLC (NEW YORK NY)

NJ

07/19/2023 - 02/13/2024

E*TRADE SECURITIES LLC (JERSEY CITY NJ)

MA

07/24/1995 - 03/03/1997

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

07/24/1995 - 03/03/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BC

Issued 08/04/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/2021

Series 99TO - Operations Professional Examination

BC

Issued 06/22/2021

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Z Huang.
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