Nuoya Li

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

• 10/2024 → Present
  Morgan Stanley
  Purchase, NY
• 02/2024 → 10/2024
  Jerseystem
  Florham Park, NJ
• 07/2023 → 09/2023
  Equitable
  New York, NY
• 06/2021 → 09/2021
  Fosun
  Shanghai
• 07/2020 → 08/2020
  China Securities
  Shenzhen
• 09/2023 → 12/2023
  Columbia University
  New York, NY
• 09/2021 → 06/2022
  University Of California, Irvine
  Irvine, CA
• 08/2022 → 05/2023
  Columbia University
  New York, NY
• 09/2020 → 06/2021
  University Of California, Irvine
  Irvine, CA
• 09/2019 → 06/2020
  University Of California, Irvine
  Irvine, CA
• 09/2018 → 06/2019
  University Of California, Irvine
  Irvine, CA
• 06/2019 → 09/2019
  Unemployed
  Irvine, CA
• 09/2015 → 06/2018
  Liaoning Province Shiyan High School
  Shenyang
• 06/2018 → 09/2018
  Unemployed
  Shenyang
• 12/2023 → 02/2024
  Unemployed
  New York, NY
• 05/2023 → 07/2023
  Unemployed
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-08-25
• S63 Uniform Securities Agent State Law Examination
  2024-12-19