Hank Peng

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

• 01/2019 → 02/2020
  Genrich Family Office
  Anaheim, CA
• 07/2017 → 01/2019
  University Of California, Irvine
  Irvine, CA
• 07/2014 → 07/2017
  College Of San Mateo
  San Mateo, CA
• 08/2020 → 04/2021
  Fidelity Investments
  Palo Alto, CA
• 02/2020 → 08/2020
  Unemployed
  San Mateo, CA
• 04/2021 → Present
  Morgan Stanley
  Palo Alto, CA

Previous Registrations

• 2021-03-29 → 2021-05-09
  Fidelity Personal And Workplace Advisors
  Palo Alto, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-11-14

Other Names

• Hao Peng