Irena Hsiao

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

• 09/2015 → 04/2021
  Jpmorgan Securities Llc
  La Habra, CA
• 04/2016 → 10/2017
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 10/2017 → 04/2021
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 04/2021 → 07/2022
  Raymond James & Associates, Inc.
  Newport Beach, CA
• 07/2022 → Present
  Morgan Stanley Smith Barney Llc
  Irvine, CA
• 08/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2021-08-04 → 2022-08-04
  Raymond James & Associates, Inc.
  Newport Beach, CA

Other Businesses

*514351 - Rental property; Investment related-Yes; Placentia, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2021; During business hours: 0; After business hours: 0.5; communicate with property manager

Exams

• S66 Uniform Combined State Law Examination
  2021-08-02
• S63 Uniform Securities Agent State Law Examination
  2016-01-13

Other Names

• Yi-Yun Hsiao