Wanying Zhao

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

• 08/2022 → Present
  Morgan Stanley
  Greenville, DE
• 04/2020 → 05/2021
  Pconline365
  Newark, DE
• 10/2019 → Present
  Lpdfz Llc
  Wilmington, DE
• 10/2013 → 09/2019
  Unemployed
  Wilmington, DE

Other Businesses

The name of the business is LPDFZ LLC, and the main purpose of the business is selling some cosmetic and electric products online, mainly on eBay. There is not investment-related business and no clients will be involved, and there isn't any outside securities account connected to this LLC. I am the owner of the business, and have started it from 2019. The address of the business is 31 Oxford Way, Wilmington, DE 19807. I'll spend some time to proceed the orders on the weekday night or weekend, and I spend approximate 4 hours per month devoted to this business, and 0 hours devoted to the business during securities trading hours. I have disclosed this business in OBI and approved by the compliance team. *517434 - Rental Property; Investment related Yes; Wilmington, Delaware; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/ 2022; During business hours: 0+; After business hours: 1+; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2024-10-09