Tristan L Kao

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

• 07/2016 → 07/2021
  Benicia High School
  Benicia, CA
• 08/2021 → 05/2025
  University Of California-Davis
  Davis, CA
• 12/2023 → 02/2024
  Studyfind
  Davis, CA
• 04/2024 → 09/2024
  Mckenzie Adams
  Davis, CA
• 08/2024 → 10/2024
  Global Key Advisors
  Davis, CA
• 06/2025 → 01/2026
  Unemployed
  Benicia, CA
• 10/2022 → 08/2024
  University Of California-Davis
  Davis, CA
• 01/2026 → 05/2026
  Equitable Advisors, Llc
  New York, NY
• 08/2026 → Present
  Morgan Stanley
  San Francisco, CA

Previous Registrations

• 2026-01-08 → 2026-05-05
  Equitable Advisors, Llc
  Benicia, CA
  San Francisco, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-08-06

Other Names

• Tristan Kao
• Tristan Lefont Kao