David Lung

CRD 4833271 · Morgan Stanley · Irvine, CA

IA RegisteredBroker

Also appears in the source record as: Chun Han Lung

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66SIESeries 7
Registered states (21): Arizona · California · Colorado · Delaware · Florida · Georgia · Hawaii · Illinois · Indiana · Massachusetts · Nevada · New York · North Carolina · Oregon · South Carolina · South Dakota · Texas · Virgin Islands · Virginia · Washington · Wyoming
Years in the industry (source record): 22
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 4833271 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (14)

From the source registration record · current first

Morgan StanleyCurrent
Irvine, CA · IA capacity

Jul 22, 2022 → present
Raymond James & Associates, Inc.
IA capacity

May 28, 2019 → Aug 3, 2022
Raymond James & Associates, Inc.
BD capacity

May 24, 2019 → Aug 3, 2022
Wells Fargo Clearing Services, LLC
BD capacity

Jan 3, 2011 → May 29, 2019
Wells Fargo Clearing Services, LLC
IA capacity

Jan 3, 2011 → May 29, 2019
Wells Fargo Investments, LLC
BD capacity

Sep 3, 2008 → Jan 3, 2011
Wells Fargo Investments, LLC
IA capacity

Sep 3, 2008 → Jan 3, 2011
Uvest Financial Services Group, Inc.
IA capacity

Mar 30, 2007 → Aug 18, 2008
Colonial Brokerage, Inc.
BD capacity

Sep 19, 2006 → Aug 18, 2008
Colonial Asset Management Inc
IA capacity

Sep 19, 2006 → Aug 18, 2008
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Oct 4, 2005 → Aug 7, 2006
Merrill Lynch Pierce Fenner & Smith Inc.
IA capacity

Oct 4, 2005 → Aug 7, 2006
Ubs Financial Services Inc.
IA capacity

Nov 1, 2004 → Oct 25, 2005
Ubs Financial Services Inc.
BD capacity

Sep 22, 2004 → Oct 25, 2005

Source & corrections

Where this page comes from

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