Morgan Stanley
47yrs
Top advisor by experience in Menlo Park
6yrs
Misun Chen
Financial advisor at Morgan Stanley
Misun Chen has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Menlo Park, California. After less than a year at Merrill Lynch, Pierce, Fenner & Smith, Misun joined Morgan Stanley in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 407 advisors with offices in Menlo Park, and one of 381 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office2775 Sand Hill Road Suite 120, Menlo Park, CA 94025
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowMorgan StanleyCurrent firm
- Oct 2020 – Feb 2021
Questions to ask Misun
Tailored to Misun’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Misun
How do I contact Misun?
Call Morgan Stanley at 914-225-5510 and ask for Misun Chen. Misun works from the Menlo Park, CA office.
How long has Misun been a financial advisor?
Misun has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Misun hold?
Series 66. Tap any license on this page to see what it allows.
Is Misun a fiduciary?
Misun is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Misun 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 Misun 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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