Anthony Law

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

• 05/2019 → 12/2021
  Cambridge University Press
  New York, NY
• 10/2018 → 01/2019
  Century Protective Services
  New York, NY
• 09/2014 → 05/2018
  Fordham University
  Bronx, NY
• 12/2021 → 09/2023
  Td Ameritrade
  San Diego, CA
• 03/2023 → 10/2025
  Charles Schwab & Co., Inc.
  San Diego, CA
• 01/2019 → 05/2019
  Unemployed
  New York, NY
• 04/2021 → 12/2021
  Premier Wealth Advisors
  Woodland Hills, CA
• 05/2018 → 10/2018
  Unemployed
  New York, NY
• 10/2025 → Present
  Morgan Stanley
  San Diego, CA

Previous Registrations

• 2023-03-24 → 2025-10-25
  Charles Schwab & Co., Inc.
  Westlake, TX
  San Diego, CA
  San Diego, CA
  Orlando, FL
• 2021-08-13 → 2022-01-03
  Premier Wealth Advisors, Inc.
  Woodland Hills, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-08-01
• S65 Uniform Investment Adviser Law Examination
  2021-08-13