Yilun Liu is a registered investment advisor at Morgan Stanley, based in Irvine, CA, with 8 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
1901 Main Street, Suite 700, Irvine, CA, 92614
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Regulatory History (1)
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Customer Dispute
May 2025Pending
Other Business Activities
Yilun is the sole proprietor/owner of a rental property in Irvine, California, since December 2024. This investment-related activity involves property management.
Employment History
Current Registrations
Morgan StanleyBroker
July 2022 - Present · 3 yrs 10 mos
Morgan Stanley
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2021 - July 2022 · 1 yr 5 mos
Wells Fargo Clearing Services, LLCBroker
October 2017 - July 2022 · 4 yrs 9 mos
State Registrations21 states
AZCACODEFLGAHIILINMANCNVNYORSCSDTXVAVirgin IslandsWAWY
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.