Youngji Kim

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

Authority	Category	Status	Date
NY	RA	APPROVED	2023-11-29

NY RA
APPROVED

Since 2023-11-29

Branch Locations

1 New York Plaza, New York, NY 10004 • United States

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Berwyn	PA	07/2020	Present
Jpmorgan Chase	Philadelphia	PA	01/2020	06/2020
Unemployed	Philadelphia	PA	07/2019	12/2019
Delaware Valley Regional Center	Philadelphia	PA	09/2016	06/2019
Morgan Stanley Private Bank, N.A.	New York	NY	09/2020	Present

07/2020 → Present

Morgan Stanley Smith Barney Llc

Berwyn, PA
01/2020 → 06/2020

Jpmorgan Chase

Philadelphia, PA
07/2019 → 12/2019

Unemployed

Philadelphia, PA
09/2016 → 06/2019

Delaware Valley Regional Center

Philadelphia, PA
09/2020 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Other Businesses

2. *450313 - seller on Amazon; Investment related-No; Seattle, Washington; Retail/Online Stores; Seller (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 0; After business hours: 5; Sales/Marketing

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-01-05

S66 Uniform Combined State Law Examination

2021-01-05

View on SEC IAPD