Kelly Yuen

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

• 04/2025 → Present
  Morgan Stanley
  Chicago, IL
• 07/2023 → 03/2025
  International Business Machines Corporation
  Chicago, IL
• 06/2022 → 05/2023
  University Of Illinois Urbana Champaign
  Champaign, IL
• 10/2022 → 03/2023
  Cards Against Humanity
  Chicago, IL
• 02/2021 → 05/2021
  Insperity Peo Services
  Chicago, IL
• 05/2021 → 07/2021
  Core
  Chicago, IL
• 10/2019 → 02/2020
  Occidental College
  Los Angeles, CA
• 07/2021 → 12/2021
  Cea Staffing Agency
  Chicago, IL
• 08/2019 → 05/2021
  Occidental College
  Los Angeles, CA
• 08/2021 → 05/2023
  University Of Illinois Urbana Champaign
  Champaign, IL
• 09/2015 → 06/2019
  Walter Payton College Preparatory High School
  Chicago, IL

Other Businesses

*649227- Wanda's Chinese Kitchen; Investment related: No; Berwyn, Illinois; Restaurant/Bar/Nightclub; Employee(proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 35; Customer Service

Exams

• S66 Uniform Combined State Law Examination
  2025-07-03