Emily M Louie

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

• 07/2023 → 11/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL
• 08/2009 → 05/2019
  Saint Andrews School
  Boca Raton, FL
• 08/2019 → 06/2023
  University Of Miami
  Coral Gables, FL
• 09/2023 → 11/2024
  Bank Of America N.A.
  Fort Lauderdale, FL
• 06/2025 → Present
  Morgan Stanley
  New York, NY
• 12/2024 → 05/2025
  Unemployed
  New York, NY

Previous Registrations

• 2023-12-04 → 2024-11-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL
  Miami, FL
  Fort Lauderdale, FL
  Ft Lauderdale, FL
  New York, NY
  Fort Lauderdale, FL
  Miami Shores, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-11-22

Other Names

• Emily Mei Louie