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Julian L Lai

Morgan Stanley

Menlo Park, CA

CRD 6552110

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-28
CA RA APPROVED 2021-01-01
  • TX RA
    APPROVED
    Since 2021-01-28
  • CA RA
    APPROVED
    Since 2021-01-01

Branch Locations

2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • 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
OrganizationCityStateFromTo
Morgan Stanley Menlo Park CA 09/2015 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-29
  • S66 Uniform Combined State Law Examination
    2020-12-29
Other Names
  • Julian Do Quyen Le

View on SEC IAPD

Nearby Firms

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC
TRIPLEPOINT ADVISERS LLC
MENLO EQUITIES

Nearby Investors

CHARLES RICHARD LEVY
FRANK HARVEY ALMENDAREZ
JAMES MATTHEW PALLESCHI

Nearby Offices

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC · MENLO PARK, CA
MORGAN STANLEY · Menlo Park, CA
TRIPLEPOINT ADVISERS LLC · MENLO PARK, CA

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