Lily Ton

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

• 07/2024 → 12/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 03/2023 → 03/2023
  Baxter Healthcare
  Irvine, CA
• 03/2023 → 08/2023
  Unemployed
  Waddell, AZ
• 08/2023 → 06/2024
  Usaa
  Phoenix, AZ
• 05/2022 → 03/2023
  Unemployed
  Anaheim, CA
• 10/2021 → 05/2022
  Lam Research
  Tualatin, OR
• 02/2020 → 04/2021
  Mrbbq
  Fullerton, CA
• 04/2021 → 10/2021
  Unemployed
  Anaheim, CA
• 06/2019 → 02/2020
  Fox In A Box
  Fullerton, CA
• 04/2018 → 08/2018
  Fry's Electronics
  Fountain Valley, CA
• 08/2018 → 06/2019
  Unemployed
  Anaheim, CA
• 09/2013 → 06/2017
  La Quinta High School
  Westminster, CA
• 06/2017 → 08/2017
  American Income Life
  Garden Grove, CA
• 08/2017 → 04/2018
  California State University Dominguez Hills
  Anaheim, CA
• 01/2018 → 02/2024
  Coastline Community College
  Garden Grove, CA
• 02/2024 → 05/2024
  Purdue Global
  West Lafayette, IN
• 06/2025 → Present
  Morgan Stanley
  Gilbert, AZ
• 12/2024 → 06/2025
  Unemployed
  Phoenix, AZ

Previous Registrations

• 2024-11-25 → 2024-12-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-11-12

Other Names

• Lily Ton