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Michael Ta Hsu

Morgan Stanley

San Mateo, CA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-04
CA RA APPROVED 2020-09-16
  • TX RA
    APPROVED
    Since 2024-12-04
  • CA RA
    APPROVED
    Since 2020-09-16

Branch Locations

411 Borel Avenue Suite 220, San Mateo, CA 94402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advicebridge, Inc. Cupertino CA 04/2010 03/2018
Morgan Stanley Menlo Park CA 07/2020 Present
Tenergy Fremont CA 09/2019 06/2020
Unemployed Cupertino CA 03/2018 09/2019
Morgan Stanley Private Bank, N.A New York NY 02/2021 Present
  • 04/2010 → 03/2018
    Advicebridge, Inc.
    Cupertino, CA
  • 07/2020 → Present
    Morgan Stanley
    Menlo Park, CA
  • 09/2019 → 06/2020
    Tenergy
    Fremont, CA
  • 03/2018 → 09/2019
    Unemployed
    Cupertino, CA
  • 02/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2014-12-22 → 2018-01-14
    Advicebridge, Inc.
    Cupertino, CA
  • 2013-01-03 → 2014-10-15
    Advicebridge, Inc.
    Cupertino, CA
  • 2012-04-20 → 2012-10-24
    Pfs Investments Inc.
    San Jose, CA
  • 2008-02-13 → 2010-04-28
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Palo Alto, CA
  • 2004-07-13 → 2008-02-12
    Osaic Fa, Inc.
    San Ramon, CA
    San Ramon, CA
    San Ramon, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-14
  • S66 Uniform Combined State Law Examination
    2020-09-14
Other Names
  • Michael T Hsu
  • Michael Ta Hsu
  • Michael T Hsu

View on SEC IAPD

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TRANSAMERICA FINANCIAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC

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MARCOS D PASTRANA
DEAN ALAN BECKER
SCOTT BARTLETT MCCLOSKEY
ABIY FISSEHA
CHRISTIAN MICHAEL BRETZ
CHRISTOPHER JAMES CALL
CLAY DEAN WILLIAM STAFFORD
Jacob Daly

Other Offices

NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA
ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA
FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA
EAGLE STRATEGIES LLC · SAN MATEO, CA
LPL FINANCIAL LLC · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA

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