Thet H Myothwe

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

• 03/2017 → 03/2019
  Yoma Bank
  Yangon
• 06/2000 → 11/2016
  Charles Schwab Co
  San Francisco, CA
• 10/2019 → 01/2021
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 04/2019 → 10/2019
  Self
  Burlingame, CA
• 12/2016 → 02/2017
  Self
  San Francisco, CA
• 03/2021 → 04/2023
  Proxy Wealth Advisors Llc
  Aventura, FL
• 08/2022 → 04/2023
  United Planners Financial Services
  Scottsdale, AZ
• 10/2019 → 04/2023
  Thet Myothwe, Insurance Agent
  Orlando, FL
• 04/2023 → Present
  Morgan Stanley
  San Francisco, CA

Previous Registrations

• 2022-08-19 → 2023-05-02
  United Planners' Financial Services Of America A Limited Partner
  Walnut Creek, CA
  Scottsdale, AZ
  San Francisco, CA
  Pleasanton, CA
  San Rafael, CA
  South San Francisco, CA
  Santa Rosa, CA
  Petaluma, CA
• 2021-04-22 → 2022-09-15
  Proxy Wealth Advisors Llc
  Burlingame, CA
  Windermere, FL
  Menlo Park, CA

Other Businesses

*OBI - 555476 - CAIA San Francisco Bay Area Chapter ; Investment related - No ; Amherst, Massachusetts ; Education ; Other Committee(proprietor, partner, officer, director, employee, trustee, agent) ; 7/2016 ; During business hours : 0 ; After business hours : 4 ; Business Development/Growth

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-06
• S63 Uniform Securities Agent State Law Examination
  2019-12-23

Other Names

• Thet Htar Myothwe
• Thet H Myothwe