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Detailed Report
Zhuo Wang
Jewel Wang
CRD#: 6646678
IA
Investment Adviser
B
Broker
MORGAN STANLEYCRD#: 149777 4890 West Kennedy Boulevard Suite 700
Tampa, FL 33609
Registration History
201620172018201920202021202220232024202520262 FIRMS2016 - 2018 (1 year)2 FIRMS2019 - 2021 (1 year)2 FIRMS2021 - Present (4 years)
License(s)

State Registrations

B
Arizona 3/6/2024
B
Michigan 3/21/2023
B
California 4/26/2021
B
Minnesota 4/23/2024
IA
California 4/26/2021
B
Missouri 4/4/2024
B
Colorado 8/2/2024
B
Nevada 12/14/2021
B
Connecticut 2/25/2025
B
New Jersey 4/26/2021
B
Delaware 4/26/2021
B
New York 4/26/2021
B
District of Columbia 5/13/2024
B
Ohio 3/20/2023
B
Florida 4/26/2021
B
Oregon 4/26/2021
IA
Florida 4/27/2021
B
Pennsylvania 12/3/2024
B
Georgia 4/26/2021
B
South Carolina 5/16/2024
B
Idaho 3/21/2023
B
Texas 4/26/2021
B
Illinois 4/26/2021
IA
Texas 4/27/2021
B
Iowa 3/21/2023
B
Virginia 6/22/2021
B
Maryland 4/26/2021
B
Washington 4/26/2021
B
Massachusetts 6/2/2022
B
Wyoming 4/26/2021

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MORGAN STANLEY (CRD#:149777)
4890 West Kennedy Boulevard Suite 700, Tampa, FL 33609
Registered with this firm since 4/26/2021
B
MORGAN STANLEY (CRD#:149777)
4890 West Kennedy Boulevard Suite 700, Tampa, FL 33609
Registered with this firm since 4/26/2021
Previous Registration(s)
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IA
 07/08/2019 - 03/16/2021 J.P. MORGAN SECURITIES LLC (CRD#:79) Windermere, FL
B
 07/06/2019 - 03/16/2021 J.P. MORGAN SECURITIES LLC (CRD#:79) Windermere, FL
IA
 08/29/2016 - 02/12/2018 MORGAN STANLEY (CRD#:149777) CLEARWATER, FL
B
 07/27/2016 - 02/12/2018 MORGAN STANLEY (CRD#:149777) CLEARWATER, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.