Best Investors Account Sign in

Alin Lu

Morgan Stanley

Chicago, IL

Chicago, IL

CRD 7224144

Claim This Profile
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 2022-01-19
IL RA APPROVED 2021-12-14
NC RA APPROVED 2021-12-14
  • TX RA
    APPROVED
    Since 2022-01-19
  • IL RA
    APPROVED
    Since 2021-12-14
  • NC RA
    APPROVED
    Since 2021-12-14

Branch Locations

Chicago, IL • United States

233 South Wacker Drive Suite 8600, Chicago, IL 60606 • 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 Chicago IL 04/2021 Present
Morgan Stanley Chicago IL 02/2020 04/2021
Unemployment Raleigh NC 12/2019 02/2020
Hindman Auction House Chicago IL 05/2019 12/2019
Full Time Graduate Student Chicago IL 05/2017 05/2019
School Of The Art Institute Of Chicago Chicago IL 05/2017 05/2019
School Of The Art Institute Of Chicago Chicago IL 05/2017 05/2019
School Of The Art Institute Of Chicago Chicago IL 05/2015 05/2017
  • 04/2021 → Present
    Morgan Stanley
    Chicago, IL
  • 02/2020 → 04/2021
    Morgan Stanley
    Chicago, IL
  • 12/2019 → 02/2020
    Unemployment
    Raleigh, NC
  • 05/2019 → 12/2019
    Hindman Auction House
    Chicago, IL
  • 05/2017 → 05/2019
    Full Time Graduate Student
    Chicago, IL
  • 05/2017 → 05/2019
    School Of The Art Institute Of Chicago
    Chicago, IL
  • 05/2017 → 05/2019
    School Of The Art Institute Of Chicago
    Chicago, IL
  • 05/2015 → 05/2017
    School Of The Art Institute Of Chicago
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-14
  • S66 Uniform Combined State Law Examination
    2021-12-14
Other Names
  • Shiqi Lu

View on SEC IAPD

More in Chicago, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor