Sui Wa Lam

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

• 01/2023 → Present
  Morgan Stanley
  San Francisco, CA
• 09/2021 → 12/2022
  Industrial And Commercial Bank Of China (Usa) Na
  San Francisco, CA
• 06/2020 → 08/2021
  Unemployed
  Shanghai
• 09/2018 → 05/2020
  Fudan University
  Shanghai
• 07/2017 → 08/2018
  Unemployed
  Shanghai
• 09/2013 → 06/2017
  University Of California Davis
  Davis, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-03-27

Other Names

• Kenny Lam
• Suiwa Lam