Wen Hui Wang

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

• 11/2014 → 06/2017
  Jp Morgan Securities, Llc
  Flushing, NY
• 11/2014 → 06/2017
  Jpmorgan Chase Bank
  Flushing, NY
• 06/2017 → 07/2018
  Citigroup
  New York, NY
• 08/2018 → 03/2020
  Great Point Capital, Llc
  Elmhurst, NY
• 08/2018 → 05/2021
  See Cow Fitness / Ilovekickboxing Essex
  New York, NY
• 05/2021 → 12/2021
  Unemployed
  Elmhurst, NY
• 01/2022 → 06/2023
  Jp Morgan Securities, Llc
  Astoria, NY
• 01/2022 → 06/2023
  Jp Morgan Chase Bank, N.A.
  Astoria, NY
• 06/2023 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-07-18
• S63 Uniform Securities Agent State Law Examination
  2022-02-14

Other Names

• Wen Hui Wang
• Wen Hui Wang
• Wen Wang
• Wen Hui Hui Wang