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Qingyu Yang

Morgan Stanley

Irvine, CA

CRD 7368633

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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_RES 2023-06-28
CA RA APPROVED 2023-02-21
  • TX RA
    APPROVED_RES
    Since 2023-06-28
  • CA RA
    APPROVED
    Since 2023-02-21

Branch Locations

1901 Main Street Suite 700, Irvine, CA 92614 • 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
Citibank Rowland Heights CA 08/2016 02/2021
Citigroup Chino Hills CA 02/2021 02/2023
Morgan Stanley Irvine CA 02/2023 Present
Morgan Stanley Private Bank, N.A New York NY 03/2023 Present
  • 08/2016 → 02/2021
    Citibank
    Rowland Heights, CA
  • 02/2021 → 02/2023
    Citigroup
    Chino Hills, CA
  • 02/2023 → Present
    Morgan Stanley
    Irvine, CA
  • 03/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-31
  • S66 Uniform Combined State Law Examination
    2020-07-31

View on SEC IAPD

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