VM
VM

Vincci Won-Che Ma

18 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
282 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$808.1M

Fee Structure

Minimum Investment:$300K
Financial Planning:Investment management only
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Location

Daly City, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Vincci owns a handmade soap business called Vincela and sells the products online. The business is currently dormant and does not require any time during office hours.

Employment History
Current Registrations
Kera Capital Partners
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Morgan Stanley
June 2009 - April 2022 · 12 yrs 10 mos
Morgan StanleyBroker
June 2009 - April 2022 · 12 yrs 10 mos
Morgan Stanley & CO. Incorporated
November 2007 - June 2009 · 1 yr 7 mos
Morgan Stanley & CO. IncorporatedBroker
July 2007 - June 2009 · 1 yr 11 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.