Ronald H. Yoo

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

• 06/2009 → Present
  Morgan Stanley
  Mclean, VA

Previous Registrations

• 2005-08-10 → 2006-09-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Williamsville, NY
  Williamsville, NY

Other Businesses

Condo; investment related; New York NY; Rental; Owner; Start Date 01/2017; During Business hours 0 After Business hours 0 *462067- Rental Property; Investment related Yes; New York; New York; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2021;During business hours: 0; After business hours: 1; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2003-11-06