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Sibyl Woo

Morgan Stanley

Menlo Park, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-26
CA RA APPROVED 2022-01-10
  • TX RA
    APPROVED_RES
    Since 2022-01-26
  • CA RA
    APPROVED
    Since 2022-01-10

Branch Locations

2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • 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
The Vanguard Group, Inc. Scottsdale AZ 08/2017 10/2018
University Of California Merced Merced CA 08/2014 07/2017
Charles Schwab & Co., Inc. Cupertino CA 10/2018 08/2021
Charles Schwab Bank Cupertino CA 10/2018 08/2021
Morgan Stanley Smith Barney Llc Menlo Park CA 09/2021 Present
  • 08/2017 → 10/2018
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2014 → 07/2017
    University Of California Merced
    Merced, CA
  • 10/2018 → 08/2021
    Charles Schwab & Co., Inc.
    Cupertino, CA
  • 10/2018 → 08/2021
    Charles Schwab Bank
    Cupertino, CA
  • 09/2021 → Present
    Morgan Stanley Smith Barney Llc
    Menlo Park, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-07
S63 Uniform Securities Agent State Law Examination 2017-10-20
  • S65 Uniform Investment Adviser Law Examination
    2022-01-07
  • S63 Uniform Securities Agent State Law Examination
    2017-10-20

View on SEC IAPD

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