Craig A Yong

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

• 06/2024 → Present
  Morgan Stanley
  Chicago, IL
• 08/2023 → 04/2024
  First Wave Restaurants Llc Dba Galit
  Chicago, IL
• 12/2016 → 12/2018
  Modus Consulting
  Singapore
• 01/2020 → Present
  Windy City Aquariums
  Chicago, IL
• 01/2019 → 08/2023
  University Of Illinois At Chicago
  Chicago, IL
• 05/2014 → 12/2016
  Unemployed
  Nottingham

Other Businesses

*596600- Windy City Aquariums; Investment related: Yes; Chicago, Illinois; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2020; During business hours: 0; After business hours: 40; Administrative, Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2024-08-30