Best Investors Account Sign in

William Suhyoung Bae

Morgan Stanley

Purchase, NY

CRD 7292786

Claim This Profile
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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-27
  • NY RA
    APPROVED
    Since 2021-04-27

Branch Locations

2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcadam Llc Boston MA 06/2020 01/2021
Fox Lane High School Bedford NY 09/2012 06/2016
Aptoide Lisbon 06/2019 07/2019
National Securities New York NY 07/2019 08/2019
Colby College Waterville ME 06/2018 04/2020
Colby College Waterville ME 08/2016 04/2020
Morgan Stanley Purchase NY 01/2021 Present
  • 06/2020 → 01/2021
    Mcadam Llc
    Boston, MA
  • 09/2012 → 06/2016
    Fox Lane High School
    Bedford, NY
  • 06/2019 → 07/2019
    Aptoide
    Lisbon
  • 07/2019 → 08/2019
    National Securities
    New York, NY
  • 06/2018 → 04/2020
    Colby College
    Waterville, ME
  • 08/2016 → 04/2020
    Colby College
    Waterville, ME
  • 01/2021 → Present
    Morgan Stanley
    Purchase, NY
Previous Registrations
  • 2020-09-16 → 2020-10-23
    Mcadam Llc
    Radnor, PA
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-03-06
S65 Uniform Investment Adviser Law Examination 2020-08-25
  • S63 Uniform Securities Agent State Law Examination
    2021-03-06
  • S65 Uniform Investment Adviser Law Examination
    2020-08-25

View on SEC IAPD

More in Purchase, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor