Source: Barron’s Top 1,200 Advisors, March 6, 2017, as identified by Barron’s magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. NAPA Net’s “Top Women Advisors of 2019,” November 2019 as appearing in NAPA Net or www.Napa-Net.org, is based on nominations by the NAPA members. Tony Zhang of OptionsPlay suggested on CNBC's "Options Action" a bullish options trade in General Electric Company (NYSE: GE). December 19, 2020. Source: Barron’s Top 50 Private Wealth Teams, April 22, 2019. Investing in these countries is perceived as “more risky” because they may not be as politically and/or economically stable as countries in the Developed Markets. A realized gain (loss) occurs when an investment security is sold at a price above (below) its cost. The rating is not indicative of the advisor’s future performance. l B.S. Facebook gives people the power to share and makes the world more open and connected. NAPA’s Top Retirement Plan Advisors Under 40, NAPA Net’s Top Retirement Plan Advisors Under 40, www.NAPA-NET.org, is drawn from nominations provided by the advisors’ firms. Tony Zhang recommended on CNBC's "Options Action" a bullish options trade in Morgan Stanley MS 1.91%. For more information see www.SHOOKresearch.com. Recent news which mentions Tony Zhang. Neither Graystone Consulting nor Morgan Stanley Smith Barney LLC (“Morgan Stanley”) paid a fee to Greenwich Associates in exchange for the award. Unlike Goldman Sachs, the list is not replete with millennials – most new promotions have been with the bank for many, many years and have worked their way up the ranks.. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Many investors see Alpha as a measurement of the value added or subtracted by a fund manager. Tickers HD. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating. Source: Forbes.com (January, 2020). Neither the Financial Adviser team nor Morgan Stanley Smith Barney LLC pay a fee to PLANSPONSOR in exchange for the ranking. Source: Barron's “Top 50 Institutional Consulting Teams,” April 20, 2020. See the complete profile on LinkedIn and discover Tony… Barclays Capital Intermediate Government/ Credit Bond Index. The Hong Kong office is Morgan Stanley’s regional headquarters for the Asia Pacific region. Annie has been working as a registered associate for almost 28 years starting from 1990 at Prudential Securities. The Nominees must work within the five boroughs of New York City or in the counties of Westchester, Bergen, Nassau or Rockland and must have worked in a financial advisory capacity for a minimum of five years. 55 South Lake Ave Ste 700 Pasadena, California 91101. The award does not evaluate the quality of services provided to clients. Market-capitalization-weighted benchmark that tracks the performance of all world government bond markets in the Citigroup World Government Bond Index except the United States. Financial Times Top 400 Financial Advisors 2019. Measures a portfolio’s rate of return based on the risk it assumed and is often referred to as its risk-adjusted performance. The statistic measures the annualized quarterly variation in returns around the mean return. Ke (Tony) Zhang Class of 2012 Morgan Stanley Pengyu (Penny) He Class of 2013 Princess Cruises Zhaohua (Stephen) Feng Class of 2012 Eli Lilly & Company China Yulia Vasetska Class of 2017 Cognizant Food and Drinks will be provided. Rankings are based on the opinions of SHOOK Research, LLC, and not indicative of future performance or representative of any one client’s experience. The rating is not indicative of the Financial Adviser’s future performance. The closer the portfolio’s R2 is to 100%, the more closely the portfolio correlates to, or follows, the benchmark. Also considered were the advanced professional designations and accomplishments represented on the team. The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. An index fund, for example, would have an R2 of 1.0. Tags BBY Market News CNBC. Data as of 3/31/20. The rating is not indicative of the Financial Advisors’ future performance. The MBS Index excludes buy downs, graduated-equity mortgages, and project loans. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. LinkedIn is the world’s largest business network, helping professionals like Li Zhang discover inside connections to recommended job candidates, industry experts, and business partners. l Former vice chairman and general manager of Shanghai Sharks Basketball Club. Source: The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (March 2018). From Benzinga. Measures the performance of those Russell 1000 companies with higher price-to-book ratios and higher forecasted growth values. From Benzinga. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Large cap growth funds typically have an above-average price-to-earnings ratio, price-to-book ratio, and 3-year sales-per-share growth value, compared to the S&P 500 Index. Tony Zhang's Home Depot Trade. The MBS Index is formed by grouping the universe of over one million individual fixed-rate MBS pools into approximately 2,900 generic aggregates (although only a certain number meet the index criteria). All corporate issues have a minimum rating of Baa by Moody’s or BBB by Standard and Poor’s. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. On Wall Street’s Top 75 Branch Managers 2018. Source: Barron’s Top 1,200 Advisors, March 11, 2019, as identified by Barron’s magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Shows how an equity fund has performed in various market cycles, including bull and bear. From Benzinga. Five Star Professional determines the final list of Five Star Wealth Manager Award winners. Stocks of companies whose earnings are expected to grow rapidly. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. REP. Magazine's Top 40 Wirehouse Advisors Under 40 2013. Includes securities in the Government and Credit Indices. A person or group vested with legal power and responsibilities that are to be used for the benefit of another person or group. 2013 – 2014 1 year. The teams in the ranking were evaluated on a range of criteria, including institutional investment assets overseen by the team, the revenue generated by those assets, the number of clients served by the team, and the number of team members and their regulatory records. Data provided by SHOOK™ Research, LLC. See EMPLOYEE RETIREMENT INCOME SECURITY ACT. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Forbes or SHOOK Research in exchange for the ranking. Barron’s Top 1,200 Financial Advisors 2019. Research Magazine's 130 Top-Ranked Advisor Teams in America. This Award, sponsored by Morningstar, recognizes leadership, innovation and significant influence within the retirement industry targeting the sales, marketing and establishment of 401(k) plans. Top Five Countries (International Funds Only). Indicates the short- and long-term investment returns earned by the fund, along with the returns of its benchmark and/or index. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. Diversification does not ensure against loss. From Benzinga. Source: The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). Tony Zhang - Morgan Stanley Deals in Pasadena, CA 91101 Sign up to get alerts as soon as new deals are found. Measures the performance of those Russell 3000 Index companies with lower price-to-book ratios and lower forecasted growth values. She started at Merrill Lynch in 2000. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to the Financial Times in exchange for the rating. America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. The rating is not indicative of the Financial Advisors’ future performance. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Earnings estimates are obtained from I/B/E/S, a database of analysts’ estimates of future earnings for publicly traded companies. Elly Wong - Morgan Stanley Details 55 South Lake Ave, Ste 700, Pasadena, California, 91101, United States 1 626-683-4648 FAX : 1 626-397-4039 Website. Associate at Morgan Stanley. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. Countries in the Developed Markets category include the United States, Canada, Japan and Germany. Barron’s Top 50 Private Wealth Teams bases its ranking on a variety of factors, including their size and shape, the regulatory records, and credentials of their members and the resources they have at their disposal to serve their client bases. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. This award does not evaluate the quality of services provided to clients and is not indicative of the team’s future performance. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. Indicates the percentage of stocks in the fund’s portfolio, along with percentages of stocks in the fund’s benchmark, whose earnings are estimated to grow at various rates. Neither the Financial Adviser team nor Morgan Stanley Smith Barney LLC pay a fee to PLANSPONSOR in exchange for the ranking. Read more factors supporting sustainable investing. Regarding the position, Zhang thinks that the viewer's actions depend on his cost basis. See reviews, photos, directions, phone numbers and more for Tony Zhang Morgan Stanley locations in Pasadena, CA. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. Volatility is viewed as a measurement of an investment’s risk. Investment performance is not a criterion. Represents the average quarterly total returns of the manager relative to its benchmark. The risk associated with a change in market interest rates and the associated change in the price of a security. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Working Mother or SHOOK Research in exchange for the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Forbes or SHOOK Research in exchange for the ranking. Bonds with the highest credit quality ratings are known as “investment grade,” and bonds with poor credit quality ratings are known as “speculative.”. MSCI EAFE and Emerging Markets Growth/ Value Indices. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Source: Forbes.com (September, 2019). NAPA’s Top DC Advisor Firms, unlike other lists, recognizes firms, or what may, in a wirehouse environment, be referred to as a team, or office, for their defined contribution (DC) practice specifically. Source: Barron’s Top 1,200 Financial Advisors, March 12, 2018, as identified by Barron’s magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. For more information: Forbes Best-In-State Wealth Advisors 2019. Countries included in the index are Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Greece, Ireland, Italy, Japan, the Netherlands, Norway, Poland, Portugal, Singapore, Spain, Sweden, Switzerland, and the United Kingdom. Phone. January 10, 2021. Forbes America's Top Wealth Advisors 2017. Er zijn 1.600+ professionals die Tony Zhang heten en LinkedIn gebruiken om ideeën, informatie en kansen uit te wisselen. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. Tony K. has 7 jobs listed on their profile. Stocks that are trading at a discounted price relative to the company’s perceived worth, earnings or cash flow. The combined securities held by an investor. Mike Khouw and Carter Worth also broke down a call butterfly in Royal Caribbean . This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Source: Forbes.com (February 2017). Tony Zhang Morgan Stanley. The ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Tony Zhang… PLANADVISER Top 100 Retirement Plan Advisers 2018. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to Barron’s in exchange for the rating. Barron’s Top 1,000 Financial Advisors 2013. The rating is not indicative of the Financial Advisor’s future performance. Data provided by SHOOKTM Research, LLC. Advisors in the Top 1,200 Financial Advisors have a minimum of seven years of financial services experience. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. A measure of inflation. Measures the performance of the 3,000 largest U.S. companies based on total market capitalization, which represents approximately 98% of the investable U.S. equity market. Measures the difference between a fund’s actual returns and its expected performance, given its level of risk as measured by Beta. Represents the average P/E ratio of the stocks in the fund’s portfolio. The rating is not indicative of the Financial Advisors’ future performance. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Measures the performance of those Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values. A portfolio containing several different investment types. Covers the mortgage-backed pass through securities of Ginnie Mae (GNMA), Fannie Mae (FNMA), and Freddie Mac (FHLMC). Lipper General Municipal Debt Funds Average. SHOOK considered Financial Advisors born in 1980 or later with a minimum 4 years relevant experience, who have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Source: Barron’s Top 100 Women Financial Advisors, June 07, 2019. View Tony K. Liu’s profile on LinkedIn, the world’s largest professional community. Barron’s Top 1,200 Financial Advisors 2018. How an investment manager implements an investment style. Includes issues in the form of publicly placed, coupon-bearing US Treasury debt. Morgan Stanley is not affiliated with Greenwich Associates. August 29, 2020. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research.

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