Nga N Pho

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 10/2018
  Morgan Stanley Smith Barney Llc
  Durham, NC
• 04/2019 → 10/2021
  Edward Jones
  Chapel Hill, NC
• 10/2018 → 04/2019
  Unemployed
  Durham, NC
• 10/2022 → 09/2024
  Morgan Stanley Smith Barney Llc
  New York, NY
• 10/2021 → 10/2022
  Unemployed
  Chapel Hill, NC
• 11/2024 → Present
  Morgan Stanley
  Chapel Hill, NC

Previous Registrations

• 2022-11-29 → 2024-10-04
  Morgan Stanley
  New York, NY
• 2020-07-23 → 2021-10-19
  Edward Jones
  Chapel Hill, NC
• 2017-08-22 → 2018-10-15
  Morgan Stanley
  Durham, NC
  Raleigh, NC
• 2009-06-01 → 2010-06-03
  Morgan Stanley
  Raleigh, NC
• 2008-03-03 → 2009-06-01
  Citigroup Global Markets Inc.
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2017-08-22
• S63 Uniform Securities Agent State Law Examination
  1991-06-03

Other Names

• Susanna Pho
• Angie Pho
• Nga Nguyet Pho