Stephanie R Fan

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

• 08/2021 → 08/2022
  Ubs Financial Services
  San Francisco, CA
• 10/2019 → 09/2020
  Ubs Financial Services Through Talentwave
  San Francisco, CA
• 06/2019 → 07/2019
  Mcmorgan & Company
  San Francisco, CA
• 10/2020 → 07/2021
  Unemployed
  San Francisco, CA
• 09/2018 → 08/2019
  Hult International Business School
  San Francisco, CA
• 05/2016 → 04/2018
  Intercultural Institute Of California
  San Francisco, CA
• 05/2018 → 08/2018
  Unemployed
  San Francisco, CA
• 08/2022 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2021-10-13 → 2022-08-26
  Ubs Financial Services Inc.
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-10-13

Other Names

• Ruiyi Fan