YM
YM

Ying Mei

22 Years of Experience
Cupertino, CA
Broker

Ying Mei is a registered investment advisor at Morgan Stanley, based in Cupertino, CA, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

20400 Stevens Creek Boulevard, Suite 350, Cupertino, CA, 95014

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ying is an officer of South Lake Foundation, a non-operating private foundation for donation purposes, since December 2023. Ying spends minimal time on investment decisions and advice for the foundation.

Employment History
Current Registrations
Morgan Stanley
December 2021 - Present · 4 yrs 5 mos
Morgan StanleyBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Citigroup Global Markets INC.
November 2007 - December 2021 · 14 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2007 - December 2021 · 14 yrs 7 mos
Citicorp Investment ServicesBroker
April 2006 - May 2007 · 1 yr 1 mo
American Express Financial Advisors, INC.
June 2003 - June 2005 · 2 yrs
American Express Financial Advisors INC.Broker
May 2003 - June 2005 · 2 yrs 1 mo
Ids Life Insurance CompanyBroker
May 2003 - June 2005 · 2 yrs 1 mo
Integral Financial LLCBroker
March 2003 - April 2003 · 1 mo
State Registrations23 states
AZCACOFLGAHIIDMAMDMIMONJNVNYOHORPATNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.