Edwin Yoon

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:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-06
TX	RA	APPROVED_RES	2026-08-06

CA RA
APPROVED

Since 2026-08-06
TX RA
APPROVED_RES

Since 2026-08-06

Branch Locations

1901 Main Street Suite 700, Irvine, CA 92614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Newport Beach	CA	09/2010	08/2026
Bank Of America, N.A.	Newport Beach	CA	04/2013	08/2026
Morgan Stanley Smith Barney Llc	Irvine	CA	08/2026	Present

09/2010 → 08/2026

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newport Beach, CA
04/2013 → 08/2026

Bank Of America, N.A.

Newport Beach, CA
08/2026 → Present

Morgan Stanley Smith Barney Llc

Irvine, CA

Previous Registrations

2011-06-13 → 2026-08-07

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newport Beach, CA

Newport Beach, CA

Irvine, CA

Newport Beach, CA

Other Businesses

(1) Brave Little Tailor / Not Investment Related / Irvine, CA / General Partner, Managing Member / Start 01-March-2025 / 5 hours devoted weekly / 0 during trading / My wife would like to start an online retail store, in which I will be on the business.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-06-10

S66 Uniform Combined State Law Examination

2011-06-10

View on SEC IAPD