Best Investors Account Sign in

Juling Yang

Morgan Stanley

Alpharetta, GA

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-09-05
TX RA APPROVED_RES 2023-09-05
  • GA RA
    APPROVED
    Since 2023-09-05
  • TX RA
    APPROVED_RES
    Since 2023-09-05

Branch Locations

2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • 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
Manpower Milwaukee WI 06/2017 01/2018
Bruce E Bosse Md Pc Roswell GA 04/2014 12/2017
E*Trade Securities Llc Alpharetta GA 02/2018 12/2019
E*Trade Capital Management Llc Alpharetta GA 04/2018 12/2019
E*Trade Securities Llc Alpharetta GA 12/2019 09/2023
E*Trade Capital Management Llc Alpharetta GA 12/2019 09/2023
Morgan Stanley Alpharetta GA 09/2023 Present
Morgan Stanley Private Bank, N.A New York NY 07/2026 Present
  • 06/2017 → 01/2018
    Manpower
    Milwaukee, WI
  • 04/2014 → 12/2017
    Bruce E Bosse Md Pc
    Roswell, GA
  • 02/2018 → 12/2019
    E*Trade Securities Llc
    Alpharetta, GA
  • 04/2018 → 12/2019
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 12/2019 → 09/2023
    E*Trade Securities Llc
    Alpharetta, GA
  • 12/2019 → 09/2023
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 09/2023 → Present
    Morgan Stanley
    Alpharetta, GA
  • 07/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2018-04-10 → 2023-09-05
    Harrisdirect Llc
    Alpharetta, GA
    Arlington, VA
    Alpharetta, GA
    Alpharetta, GA
  • 2017-08-28 → 2018-02-06
    Fsc Securities Corporation
    Atlanta, GA
  • 2015-04-01 → 2015-09-10
    Cetera Advisors Llc
    Covington, GA
    Roswell, GA
  • 2013-05-01 → 2013-09-27
    Nestwise Llc
    Atlanta, GA
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-10-08
S65 Uniform Investment Adviser Law Examination 2013-04-29
  • S63 Uniform Securities Agent State Law Examination
    2014-10-08
  • S65 Uniform Investment Adviser Law Examination
    2013-04-29

View on SEC IAPD

Other Firms

MRP CAPITAL INVESTMENTS, LLC
NEW EDGE WEALTH
COMMONWEALTH FINANCIAL NETWORK
SEQUENT PLANNING, LLC
BROOKSTONE WEALTH ADVISORS, LLC
LADENBURG THALMANN ASSET MANAGEMENT INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRESFUND ADVISORS

Other Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY
BRENDAN HUGH KEELAN
DANIEL ROSS MOSKOWITZ
RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

More in Alpharetta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor