Kevin Yang

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	2021-08-11

NY RA
APPROVED

Since 2021-08-11

Branch Locations

2000 Westchester Ave (Home Office), Purchase, NY 10577 • 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

Organization	City	State	From	To
Morgan Stanley	Purchase	NY	09/2020	Present
Us Army	Fort Polk	LA	09/2015	09/2020

09/2020 → Present

Morgan Stanley

Purchase, NY
09/2015 → 09/2020

Us Army

Fort Polk, LA

Other Businesses

I am still in the US Army Reserves to complete my inactive service obligation. I am not involved in any investment-related business. The address of my unit is 5402 1st Street JBMDL, NY 08641. My rank is Captain and I am serving as an assistant Operations officer. The nature of this business is to develop unit readiness to support in military operations. I started my position in 10/2020 with the approval of my firm. I am to report to my unit on average 48 hours or one weekend a month with a 2 week culminating summer training. I do not currently devote my time to this job during regular work hours with Morgan Stanley.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-08-11

S66 Uniform Combined State Law Examination

2021-08-11

View on SEC IAPD