Gregory D Cho

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Santa Rosa, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, Na..
  New York, NY

Previous Registrations

• 2004-05-03 → 2009-06-01
  Citigroup Global Markets Inc.
  Santa Rosa, CA
  Santa Rosa, CA
• 2002-05-07 → 2004-05-10
  Ubs Financial Services Inc.
  Napa, CA

Other Businesses

(1) RENTAL PROPERTY; NON INVESTMENT RELATED; ROHNERT PARK, CA; OWNER; 1 HOURS PER MONTH; 0 DURING NORMAL WORKING HOURS; TITLE: THE CHO FAMILY LIVING TRUST U/A/D 8/16/05*** (2) TAG (Trusted Advisors Group); Investment related: No; secretarial/ TAG is a professional networking group of professionals within the community; Secretary (proprietor, partner, officer, director, employee, trustee, agent); Feb 2018; During business hours: 1; After business hours: 1; end reminders upcoming meetings, send agendas before meetings, keep track of calendar, help clean up after meetings. I would be a signer of the checking account in the event the first signer is not available.

Exams

• S66 Uniform Combined State Law Examination
  2002-04-26
• S63 Uniform Securities Agent State Law Examination
  2001-12-20

Other Names

• Greg Daryl Cho
• Greg Daryl Cho