Susan S Yang
Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Susan S Yang? 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
11 years in the industry.
- Morgan StanleyMay 2021 to now
- Corient Capital PartnersJan 2021 to May 2021
- Goldman Sachs & Co. LLCMay 2020 to Nov 2020
- Hightower Advisors LLCJun 2019 to Apr 2020
- LourdmurrayMay 2018 to Apr 2020
- UBS Financial ServicesJan 2018 to May 2018
- LourdmurrayNov 2016 to Jan 2018
- Morgan StanleyJan 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 6169611
- Firm CRD
- 149777