Qinglian Gao, financial advisor Kirkland WA

Qinglian Gao

CRD Number: 7421447
Current Firm: Morgan Stanley

Qinglian Gao (CRD# 7421447) is an Investment Advisor Representative working at Morgan Stanley in Kirkland, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, N.a New York, NY May 2022 - Current 2
Morgan Stanley Kirkland, WA Aug 2021 - Current 2
Seco Development Inc (overseas Branch) Seattle, WA Dec 2014 - Jun 2021 6
Unemployment Shanghai, Jul 2014 - Dec 2014 < 1
Zenith Capital Seattle, WA Dec 2013 - Jul 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2021
Contact Info for Qinglian Gao
Phone Number: 914-225-5510
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    1,402,426
    MILLIONS
  • Total Number of Accounts
    2,405,783
    ACCOUNTS
  • Average Account Value
    $582,939
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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