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Wen Shan Wu

Morgan Stanley

Menlo Park, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-23
CA RA APPROVED 2023-02-24
  • TX RA
    APPROVED
    Since 2025-10-23
  • CA RA
    APPROVED
    Since 2023-02-24

Branch Locations

2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Menlo Park CA 12/2007 02/2023
Bank Of America, N.A. San Mateo CA 06/2011 02/2023
Morgan Stanley Smith Barney Llc Menlo Park CA 02/2023 Present
Morgan Stanley Private Bank, N.A New York NY 04/2023 Present
  • 12/2007 → 02/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Menlo Park, CA
  • 06/2011 → 02/2023
    Bank Of America, N.A.
    San Mateo, CA
  • 02/2023 → Present
    Morgan Stanley Smith Barney Llc
    Menlo Park, CA
  • 04/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-04-25
  • S66 Uniform Combined State Law Examination
    2002-04-25

View on SEC IAPD

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