Carmen Zheng

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

• 06/2019 → 11/2023
  Morgan Stanley
  New York, NY
• 10/2018 → 06/2019
  Gmf Real Estate
  New York, NY
• 01/2014 → 05/2017
  Uc Berkeley
  Berkeley, CA
• 06/2017 → 08/2017
  Unemployed
  Berkeley, CA
• 09/2017 → 10/2018
  Graduate School
  New York, NY
• 08/2013 → 05/2017
  Undergraduate
  Berkeley, NY
• 11/2023 → Present
  Morgan Stanley
  Newport Beach, CA

Other Businesses

*686526- NYC Rental Property; Investment related: Yes; New York, New York; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 0.5; Property Owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-01
• S63 Uniform Securities Agent State Law Examination
  2022-12-17