Cheryl C Wong

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

• 11/2011 → 05/2017
  Concert Wealth Management
  San Jose, CA
• 11/2019 → 02/2023
  Kan Wealth Management Llc
  Cupertino, CA
• 09/2016 → 02/2017
  Sowell Financial Services, Llc
  North Little Rock, CA
• 06/2017 → 11/2019
  Gemmer Asset Management
  Walnut Creek, CA
• 01/2023 → Present
  Morgan Stanley
  San Jose, CA

Previous Registrations

• 2019-12-18 → 2023-02-23
  Kan Wealth Management, Llc
  Cupertino, CA
• 2017-06-01 → 2019-12-09
  Gemmer Asset Management Llc
  San Jose, CA
• 2011-11-29 → 2017-05-26
  Concert Wealth Management
  San Jose, CA
  Cupertino, CA
• 2016-09-28 → 2017-02-28
  Sowell Management
  San Jose, CA
  North Little Rock, AR
• 2013-09-20 → 2014-07-01
  Concert Capital Management
  San Jose, CA
• 2002-04-24 → 2011-11-14
  Comerica Securities
  San Jose, CA
  San Jose, CA

Other Businesses

*545046 - Single Family Residence - Rental Property; Investment related: Yes; Pleasanton, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2000; During business hours: 0; After business hours: 5; Accounting/Bookkeeping. *544017 - Project Hired; Investment related: No; San Jose, California; Individual Rights and Liberties; Finance Committee, Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2018; During business hours: 0; After business hours: 2; Check Signing/Funds Disbursements . *544011 - Rental Property; Investment related: Yes; San Jose, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2000; During business hours: 0; After business hours: 5; Accounting/Bookkeeping .

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-10-20
• S65 Uniform Investment Adviser Law Examination
  2007-11-28

Other Names

• Cheryl C Delrosario
• Cheryl Caroline Delrosario
• Cheryl Caroline Delrosario
• Cheryl Caroline Wong
• Cheryl Rosario Wong