Ran Zhou

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 → 07/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 03/2016 → 07/2017
  Bank Of America, N.A.
  San Francisco, CA
• 08/2017 → Present
  Morgan Stanley Smith Barney Llc
  Menlo Park, CA
• 08/2017 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2012-01-04 → 2017-08-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA

Other Businesses

1. Rental Property; Investment related; Alameda, CA; Rental; Sole owner (proprietor, partner, officer, director, employee, trustee, agent); Feb 2016; During business hours: 0; After business hours: 0.1; description of duties *438041 - Rental Property; Investment related Yes; San Mateo; CA; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); March 2021; During business hours: 0; After business hours: 1; Property Management.

Exams

• S66 Uniform Combined State Law Examination
  2012-01-03

Other Names

• Ran Na Zhou