Dan Zhang

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

• 06/2009 → Present
  Vista International Group Llc
  Seattle, WA
• 03/2015 → Present
  Morgan Stanley
  Alpharetta, GA
• 05/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

1. VISTA INTERNATIONAL GROUP LLC/INVESTMENT RELATED - NO/4816 AURORA AVE N, SEATTLE, WA, U.S.A. 98103#10;TEL: 678-834-9688/PROVIDE EDUCATION CONSULTING TO STUDENTS/VICE PRESIDENT/06.2009/40/8/OVERSEE THE MANAGEMENT OF THE COMPANY; PROVIDING CONSULTING SERVICES TO CLIENTS.#10;#10; 2. *408957 - Home Dots LLC; Investment related - Yes; Alpharetta, Georgia; Technology; Partner, Officer (proprietor, partner, officer, director, employee, trustee, agent); 09/2020; During business hours: 0; After business hours: 12; Administrative 3. *408961 - Intelligent Dots LLC; Investment related - Yes; Alpharetta, Georgia; Technology; Partner, Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2020; During business hours: 0; After business hours: 12; Administrative *681971- Cicada Tech Systems; Investment related: No; Alpharetta, Georgia; Technology; Officer:Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 2; I am a passive investor and there is no specific duties or obligations required

Exams

• S66 Uniform Combined State Law Examination
  2015-05-07
• S63 Uniform Securities Agent State Law Examination
  2014-12-20

Other Names

• Danae Zhang