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Michael Ta Hsu

Investment Adviser Representative at Morgan Stanley

San Mateo, CACRD #4793679Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Ta Hsu is an investment adviser representative with Morgan Stanley in San Mateo, CA, where they have been registered since 2020. They have worked in the securities industry since 2009 and have been registered with 5 firms, including Advicebridge, Inc. and Primerica Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Texas.

Office

411 Borel Avenue, Suite 220
San Mateo, CA 94402

Advisors at this office: 34

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Texas
Broker:
17 states and territories

Alaska, Arizona, California, Florida, Georgia, Hawaii, Iowa, Nebraska, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Dakota, Utah, Washington, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/14/2020
Series 7
General Securities Representative Examination
Passed 9/9/2020
SIE
Securities Industry Essentials Examination
Passed 8/28/2020
Series 7
General Securities Representative Examination
Passed 6/7/2004

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Morgan StanleyCurrent
9/16/2020 – San Mateo, CA
Advicebridge, Inc.
12/22/2014 – 1/14/2018Cupertino, CA
Advicebridge, Inc.
1/3/2013 – 10/15/2014Cupertino, CA
Primerica Advisors
4/20/2012 – 10/24/2012San Jose, CA
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2/13/2008 – 4/28/2010Menlo Park, CA
Lincoln Financial Advisors Corporation
7/13/2004 – 2/12/2008San Ramon, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Advicebridge, Inc.
    Apr 2010 – Mar 2018Cupertino, CA
  2. Morgan Stanley
    Jul 2020 – no end date reportedMenlo Park, CA
  3. Tenergy
    Sep 2019 – Jun 2020Fremont, CA
  4. Unemployed
    Mar 2018 – Sep 2019Cupertino, CA
  5. Morgan Stanley Private Bank, N.A
    Feb 2021 – no end date reportedNew York, NY

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Morgan Stanley

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee
  • Performance-based fees
  • Other
Firm account minimum
$10,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
23,008
Offices listed on AdvisorFinder:
26
Main office:
Purchase, NY
SEC file number:
801-70103

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 28, 2026

View full firm profile

Other advisors at Morgan Stanley

Showing 12 of 23,008 in the directory

View Morgan Stanley firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Ta Hsu has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Michael Ta Hsu (Morgan Stanley) - Fees & Credentials