Hoi Ching Tsang

CRD 7304958

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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:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-27

NY RA
APPROVED

Since 2021-04-27

Branch Locations

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

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

Organization	City	State	From	To
Morgan Stanley	Purchase	NY	11/2020	Present
Toast, Inc	Boston	MA	06/2019	04/2020
First Capital Advisors Group	Blue Bell	PA	05/2018	08/2018
Underwriting Management Experts	Lansdale	PA	07/2017	01/2018
Full-Time Education - College	Boston	MA	01/2016	05/2019
Unemployed	Lansdale	PA	04/2020	10/2020

11/2020 → Present

Morgan Stanley

Purchase, NY
06/2019 → 04/2020

Toast, Inc

Boston, MA
05/2018 → 08/2018

First Capital Advisors Group

Blue Bell, PA
07/2017 → 01/2018

Underwriting Management Experts

Lansdale, PA
01/2016 → 05/2019

Full-Time Education - College

Boston, MA
04/2020 → 10/2020

Unemployed

Lansdale, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-02-26

S66 Uniform Combined State Law Examination

2021-02-26

View on SEC IAPD

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