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Yoana Vladimirova Pulley

Morgan Stanley

Portland, OR

CRD 7165585

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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
TX RA APPROVED 2024-06-28
OR RA APPROVED 2024-06-12
  • TX RA
    APPROVED
    Since 2024-06-28
  • OR RA
    APPROVED
    Since 2024-06-12

Branch Locations

760 South West 9Th Avenue Suite 2100, Portland, OR 97205 • 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 Portland OR 03/2024 Present
Unemployed Portland OR 05/2023 03/2024
Pricewaterhousecoopers Bulgaria Sofia 12/2021 04/2023
Unemployed Sofia 06/2021 12/2021
Us Bank Portland OR 11/2020 05/2021
Robert Half Strategic Accounts Portland OR 08/2020 11/2020
Unemployed Portland OR 05/2020 08/2020
Lewis & Clark College Portland OR 09/2019 05/2020
Hall Capital Partners San Francisco CA 06/2019 08/2019
Lewis & Clark College Portland OR 09/2018 05/2019
Eurobank Bulgaria Sofia 06/2018 08/2018
Lewis & Clark College Portland OR 09/2016 05/2018
Lester B Pearson College Uwc Victoria 08/2014 09/2016
  • 03/2024 → Present
    Portland, OR
  • 05/2023 → 03/2024
    Unemployed
    Portland, OR
  • 12/2021 → 04/2023
    Pricewaterhousecoopers Bulgaria
    Sofia
  • 06/2021 → 12/2021
    Unemployed
    Sofia
  • 11/2020 → 05/2021
    Us Bank
    Portland, OR
  • 08/2020 → 11/2020
    Robert Half Strategic Accounts
    Portland, OR
  • 05/2020 → 08/2020
    Unemployed
    Portland, OR
  • 09/2019 → 05/2020
    Lewis & Clark College
    Portland, OR
  • 06/2019 → 08/2019
    Hall Capital Partners
    San Francisco, CA
  • 09/2018 → 05/2019
    Lewis & Clark College
    Portland, OR
  • 06/2018 → 08/2018
    Eurobank Bulgaria
    Sofia
  • 09/2016 → 05/2018
    Lewis & Clark College
    Portland, OR
  • 08/2014 → 09/2016
    Lester B Pearson College Uwc
    Victoria
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-11
  • S66 Uniform Combined State Law Examination
    2024-06-11
Other Names
  • Yoana Vladimirova Stoyanova
  • Yoana V Pulley

View on SEC IAPD

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