Scott Y Wu

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

• 05/2022 → Present
  Morgan Stanley Smith Barney Llc
  San Francisco, CA
• 08/2019 → 04/2022
  First Republic Bank
  Millbrae, CA
• 07/2018 → 04/2019
  Motion Recruitment Dba Jobspring Partners
  San Francisco, CA
• 05/2017 → 08/2017
  First National Bank Of Northern California
  Daly City, CA
• 05/2022 → 05/2022
  Unemployed
  San Francisco, CA
• 12/2014 → 12/2016
  Ka Interiors
  San Francisco, CA
• 05/2019 → 07/2019
  Unemployed
  San Francisco, CA
• 08/2014 → 05/2018
  Wake Forest University
  Winston-Salem, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-11-01