Meng Ching Tsai

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

• 02/2014 → 05/2017
  East West Bank
  Rowland Heights, CA
• 03/2015 → 05/2017
  Cetera Investment Services Llc
  Rowland Heights, CA
• 05/2017 → 06/2018
  Jp Morgan Securities Llc
  Irvine, CA
• 05/2017 → 06/2018
  Jp Morgan Chase Bank
  Irvine, CA
• 06/2018 → 05/2019
  East West Bank
  Alhambra, CA
• 06/2018 → 05/2019
  Cetera Investment Services Llc
  St Cloud, MN
• 04/2019 → 05/2019
  Cetera Investment Advisers Llc
  Alhambra, CA
• 05/2019 → Present
  Morgan Stanley Smith Barney Llc
  Irvine, CA
• 06/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2019-04-22 → 2019-05-15
  Cetera Investment Advisers Llc
  Alhambra, CA

Other Businesses

*662319 - rental property; Investment related: Yes; Tustin,California; Rental Property ; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 0; Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-17
• S63 Uniform Securities Agent State Law Examination
  2017-06-12

Other Names

• Emily M Tsai
• Meng Ching Tsai
• Meng C Tsai
• Meng Ching Tsai
• Meng-Ching Tsai