EK
EK

Emily Kuang

17 Years of Experience
Menlo Park, CA
Broker

Emily Kuang is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 17 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

2775 Sand Hill Road, Suite 120, Menlo Park, CA, 94025

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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

Emily owns rental property in San Francisco since 2009. She spends minimal time collecting rent.

Employment History
Current Registrations
Morgan StanleyBroker
February 2023 - Present · 3 yrs 7 mos
Morgan Stanley
February 2023 - Present · 3 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - February 2023 · 12 yrs 1 mo
Wells Fargo Clearing Services, LLC
January 2011 - February 2023 · 12 yrs 1 mo
Wells Fargo Investments, LLC
April 2010 - January 2011 · 9 mos
Wells Fargo Investments, LLCBroker
April 2010 - January 2011 · 9 mos
Chase Investment Services CORP.
May 2009 - April 2010 · 11 mos
Chase Investment Services CORP.Broker
May 2009 - April 2010 · 11 mos
Wamu Investments, INC.
March 2009 - May 2009 · 2 mos
Wamu Investments, INC.Broker
October 2008 - May 2009 · 7 mos
State Registrations52 states
AKARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.