Chris Hu

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

• 10/2019 → 05/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
• 08/2014 → 08/2019
  Full Time Education
  Berkeley, CA
• 06/2019 → 10/2019
  Unemployed
  Palo Alto, CA
• 09/2018 → 05/2019
  Blockchain At Berkeley
  Berkeley, CA
• 08/2017 → 05/2018
  Upbeat
  San Francisco, CA
• 01/2020 → 05/2022
  Bank Of America N.A.
  Palo Alto, CA
• 06/2022 → 06/2024
  Fidelity Investments
  Sunnyvale, CA
• 03/2025 → 06/2025
  Fidelity Investments
  Sunnyvale, CA
• 07/2025 → 08/2025
  Charles Schwab
  Sunnyvale, CA
• 06/2024 → 07/2025
  Fidelity Investments
  Sunnyvale, CA
• 09/2025 → Present
  Morgan Stanley
  Menlo Park, CA

Previous Registrations

• 2025-08-06 → 2025-09-27
  Charles Schwab & Co., Inc.
  Sunnyvale, CA
• 2025-03-31 → 2025-07-16
  Strategic Advisers Llc
  San Jose, CA
  Sunnyvale, CA
  Boston, MA
• 2022-07-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Sunnyvale, CA
• 2020-01-21 → 2022-05-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Palo Alto, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-01-17

Designations

• Chartered Financial Analyst