Demi S Chan

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

• 06/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 02/2015 → Present
  Morgan Stanley Smith Barney Llc
  Houston, TX

Other Businesses

*508754 - RaiseUp Families; Investment related: No; Houston, Texas; Charitable, Non-Profit; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 1; After business hours: 9; Other *570044 - Women's Master's Network ; Investment related - No ; Houston,Texas ; Fraternal Society ; Advisory Board(proprietor, partner, officer, director, employee, trustee, agent) ; 9/2023 ; During business hours : 0 ; After business hours : 3 ; Business Development/Growth, Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2013-10-21