Tsun Yen Chong Luo

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

• 08/2010 → 02/2020
  J.P Morgan Securities Inc.
  Palm Beach, FL
• 10/2010 → 02/2020
  J.P. Morgan Chase Bank, N.A.
  Palm Beach, FL
• 02/2020 → Present
  Morgan Stanley Smith Barney Llc
  Palm Beach Island, FL
• 03/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2010-08-16 → 2020-03-03
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
  Atlanta, GA
• 2009-06-01 → 2010-08-04
  Morgan Stanley
  Atlanta, GA
• 2007-03-02 → 2009-06-01
  Citigroup Global Markets Inc.
  Atlanta, GA

Other Businesses

*395281- Rental Properties; Investment related - Yes; Palm Beach Gardens, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2020; During business hours: 0; After business hours: 1; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2007-02-20

Other Names

• Chong Luo
• Tsun Yen C Luo