Lily Yuriko Masutani
Investment adviser representative at Morgan Stanley
33 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Lily Yuriko Masutani? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Morgan StanleyFeb 2024 to now
- Morgan Stanley Smith Barney LLCFeb 2024 to now
- Bank of America, N.A.Jun 2015 to Feb 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 1993 to Feb 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2206692
- Firm CRD
- 149777