Wilson Hu

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

• 06/2016 → Present
  Lenscrafters/Luxottica
  San Francisco, CA
• 06/2013 → 12/2016
  City College Of San Francisco
  San Francisco, CA
• 01/2017 → 12/2018
  San Francisco State University
  San Francisco, CA
• 06/2019 → 11/2019
  J.P. Morgan Securities Llc
  San Francisco, CA
• 06/2019 → 11/2019
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 02/2019 → 06/2019
  Co.oP.cX
  San Francisco, CA
• 04/2023 → 12/2024
  Equitable Advisers, Llc
  San Francisco, CA
• 02/2020 → 03/2020
  Phaidon International
  San Francisco, CA
• 01/2025 → Present
  Morgan Stanley
  San Francisco, CA

Previous Registrations

• 2023-05-16 → 2024-12-12
  Equitable Advisors, Llc
  San Francisco, CA

Other Businesses

*624720- Wilson Hu; Investment related: Yes; vacaville, California; Rental Property, Real Estate; Property manager (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 4; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2023-03-25