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Edward Winghong Yu

Morgan Stanley

New York, NY

CRD 7399923

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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
NJ RA APPROVED 2023-09-12
NY RA APPROVED 2022-02-18
TX RA APPROVED 2022-02-18
  • NJ RA
    APPROVED
    Since 2023-09-12
  • NY RA
    APPROVED
    Since 2022-02-18
  • TX RA
    APPROVED
    Since 2022-02-18

Branch Locations

399 Park Avenue 12Th Floor, New York, NY 10022 • 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
Citigroup Global Markets New York NY 07/2019 02/2022
Flushing Bank Bayside NY 08/2018 07/2019
Yelp Inc. New York NY 05/2018 07/2018
Tti Flushing NY 06/2017 09/2017
Upton Realty Group New York NY 07/2016 09/2016
Binghamton University Binghamton NY 08/2014 05/2018
Morgan Stanley Smith Barney Llc New York NY 02/2022 Present
Morgan Stanley Private Bank, N.A New York NY 04/2022 Present
  • 07/2019 → 02/2022
    Citigroup Global Markets
    New York, NY
  • 08/2018 → 07/2019
    Flushing Bank
    Bayside, NY
  • 05/2018 → 07/2018
    Yelp Inc.
    New York, NY
  • 06/2017 → 09/2017
    Tti
    Flushing, NY
  • 07/2016 → 09/2016
    Upton Realty Group
    New York, NY
  • 08/2014 → 05/2018
    Binghamton University
    Binghamton, NY
  • 02/2022 → Present
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 04/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-16
  • S66 Uniform Combined State Law Examination
    2020-05-16
Other Names
  • Edward Yu

View on SEC IAPD

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