RBC Capital Markets
47yrs
Top advisor by experience in Beverly Hills
36yrs
Based in Beverly Hills, California, Andy Chen is a fiduciary financial advisor with 36 years of industry experience. Andy has been with Morgan Stanley since 2009; before that, Andy spent two years at Morgan Stanley & Co. and ten years at Morgan Stanley DW. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 701 advisors with offices in Beverly Hills, and one of 647 fiduciaries.
At a glance
Experience36 years (since 1990)
How that compares ?Top 6% by experience in California
Office9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- 1997 – 2007Morgan Stanley DW Inc.Previously
Contact Andy
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Andy. 9665 Wilshire Boulevard Suite 600Beverly Hills, CA 90212Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Andy
Tailored to Andy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Andy
How do I contact Andy?
Call Morgan Stanley at (914) 225-5510 and ask for Andy Chen. Andy works from the Beverly Hills, CA office.
How long has Andy been a financial advisor?
Andy has been in the industry since 1990, about 36 years. Top 6% by experience in California.
What licenses does Andy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Andy a fiduciary?
Andy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andy paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Andy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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