David Lung

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

• 08/2008 → 05/2019
  Wells Fargo Bank, N.A.
  Newport Beach, CA
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Newport Beach, CA
• 11/2016 → 05/2019
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA
• 05/2019 → 07/2022
  Raymond James & Associates, Inc.
  Newport Beach, CA
• 07/2022 → Present
  Morgan Stanley Smith Barney Llc
  Irvine, CA
• 08/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2019-05-28 → 2022-08-03
  Raymond James & Associates, Inc.
  Newport Beach, CA
• 2011-01-03 → 2019-05-29
  Wells Fargo Clearing Services, Llc
  Irvine, CA
  Minneapolis, MN
  Minneapolis, MN
• 2008-09-03 → 2011-01-03
  Wells Fargo Investments, Llc
  Newport Beach, CA
  Las Vegas, NV
• 2007-03-30 → 2008-08-18
  Uvest Financial Services Group, Inc.
  Las Vegas, NV
  Charlotte, NC
• 2006-09-19 → 2008-08-18
  Colonial Asset Management Inc
  Las Vegas, NV
  Montgomery, AL
• 2005-10-04 → 2006-08-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  City Of Industry, CA
  Pasadena, CA
• 2004-11-01 → 2005-10-25
  Ubs Financial Services Inc.
  La Jolla, CA

Other Businesses

*518358 - RENTAL PROPERTY; Investment related: Yes; Odessa, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 1; Property Management *518189 - RENTAL PROPERTY; Investment related: Yes; Lake Forest, California; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2018; During business hours: 0; After business hours: 1; Property Management *588622 - RENTAL PROPERTY; Investment related Yes; San Juan Capistrano, California; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 1; Property Management *588623 - RENTAL PROPERTY; Investment Related - Yes; Irvine, California; Real Estate; Partner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2024; During Business Hours: 0; After Business Hours: 1; Property Management *588619 - RENTAL PROPERTY; Investment related-Yes; Irvine, California; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2024; During business hours: 0; After business hours: 1; Property Management *588621 - RENTAL PROPERTY ; Investment related - Yes ; San Juan Capistrano, California ; Real Estate ; Partner(proprietor, partner, officer, director, employee, trustee, agent) ; 4/2024 ; During business hours : 0 ; After business hours : 1 ; Property Management *601234 - RENTAL PROPERTY; Investment related: Yes; San Juan Capistrano, California; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2024; During business hours: 0; After business hours: 1; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2004-10-07

Other Names

• Chun Han Lung