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Julia C Yarbrough

Morgan Stanley

New York, NY

Purchase, NY

CRD 7389118

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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
NY RA APPROVED 2026-01-30
  • NY RA
    APPROVED
    Since 2026-01-30

Branch Locations

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

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
OrganizationCityStateFromTo
Morgan Stanley New York NY 08/2022 Present
Morgan Stanley New York NY 06/2021 07/2021
Millie's Nantucket Nantucket MA 06/2020 07/2020
Woodward Academy College Park GA 06/2017 06/2017
Unemployed Atlanta GA 07/2015 06/2017
Unemployed Athens GA 06/2017 06/2020
Unemployed Athens GA 07/2020 06/2021
Unemployed Athens GA 07/2021 08/2022
  • 08/2022 → Present
    Morgan Stanley
    New York, NY
  • 06/2021 → 07/2021
    Morgan Stanley
    New York, NY
  • 06/2020 → 07/2020
    Millie's Nantucket
    Nantucket, MA
  • 06/2017 → 06/2017
    Woodward Academy
    College Park, GA
  • 07/2015 → 06/2017
    Unemployed
    Atlanta, GA
  • 06/2017 → 06/2020
    Unemployed
    Athens, GA
  • 07/2020 → 06/2021
    Unemployed
    Athens, GA
  • 07/2021 → 08/2022
    Unemployed
    Athens, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-30
S63 Uniform Securities Agent State Law Examination 2022-09-30
  • S66 Uniform Combined State Law Examination
    2026-01-30
  • S63 Uniform Securities Agent State Law Examination
    2022-09-30

View on SEC IAPD

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