Joy Yi Boatwright

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Morgan Stanley
  San Francisco, CA
• 05/2016 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2002-11-12 → 2016-04-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  San Francisco, CA

Other Businesses

(1)I*69081 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JYCY, LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: SAN FRANCISCO, CALIFORNIA 94117 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 11/1/2013 NUMBER OF HOURS DEVOTED: 4 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MY SISTER AND I HAVE DECIDED TO INVEST IN A WORKOUT STUDIO CALLED BARRY'S BOOTCAMP SAN FRANCISCO (BBC UNIT 1, LLC). THE LAW FIRM, WESTERMAN BALL EDERER MILLER & SHARFSTEIN, LLP., IS HANDLING THE FUNDS FOR THEM. WE OPENED THIS LLC TO INVEST JOINTLY. (2)I*78513 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: NAMU NOODLES LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: 2405 3RD STREET, SAN FRANCISCO, CALIFORNIA 94107 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: PARTICIPANT, START DATE OF RELATIONSHIP: 1/15/2015 NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INVESTMENT VIA JYCY LLC - THE LLC MY SISTER AND I SET UP - TO INVEST IN THIS RESTAURANT AS WELL AS SOME WORKOUT STUDIOS. NO TASK, JUST A FINANCIAL INVESTMENT. (3)real estate investment property; Investment related; San Francisco, CA; investment property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 0; After business hours: 1

Exams

• S66 Uniform Combined State Law Examination
  2002-11-07