Yung Lun Lo

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

• 10/2023 → Present
  Morgan Stanley
  Alpharetta, GA
• 05/2015 → 12/2017
  T-Mobile Usa
  Atlanta, GA
• 12/2017 → 06/2018
  Unemployed
  Atlanta, GA
• 06/2018 → 04/2021
  T-Mobile Usa
  Atlanta, GA
• 04/2021 → 06/2021
  True Food
  Atlanta, GA
• 06/2021 → 10/2021
  Self Employed
  Atlanta, GA
• 10/2021 → 06/2022
  Target
  Dunwoody, GA
• 06/2022 → 10/2023
  T-Mobile Usa
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2024-11-19
• S63 Uniform Securities Agent State Law Examination
  2024-02-12

Other Names

• Yung Lo
• Yunglun Lo