Emily H Kuang

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  San Francisco, CA
• 11/2016 → 02/2023
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 02/2023 → Present
  Morgan Stanley Smith Barney Llc
  Menlo Park, CA

Previous Registrations

• 2011-01-03 → 2023-02-17
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Jose, CA
• 2010-04-07 → 2011-01-03
  Wells Fargo Investments, Llc
  San Francisco, CA
• 2009-05-02 → 2010-04-05
  Chase Investment Services Corp.
  San Francisco, CA
• 2009-03-10 → 2009-05-02
  Wamu Investments, Inc.
  San Francisco, CA

Other Businesses

*543491 - Rental Property; Investment related Yes; San Francisco, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2009 ; During business hours: 0; After business hours: 0.25; collecting rent.

Exams

• S66 Uniform Combined State Law Examination
  2009-03-09

Other Names

• Hui Mei Kuang
• Emilierry Hui Mei Kuang
• Emily Hui Mei Kuang