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Joo Youn Boe

Morgan Stanley

Chicago, IL

CRD 4262624

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-26
IL RA APPROVED 2015-11-17
  • TX RA
    APPROVED_RES
    Since 2022-01-26
  • IL RA
    APPROVED
    Since 2015-11-17

Branch Locations

233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Chicago IL 11/2015 Present
Morgan Stanley Private Bank, N.A. New York NY 12/2015 Present
  • 11/2015 → Present
    Morgan Stanley Smith Barney Llc
    Chicago, IL
  • 12/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2008-05-06 → 2015-12-16
    Credit Suisse Securities (Usa) Llc
    Northbrook, IL
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-01
  • S66 Uniform Combined State Law Examination
    2000-12-01
Other Names
  • Joo Youn Boe
  • Joo Youn Kim

View on SEC IAPD

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Nearby Investors

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HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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