XH
XH

Xiong-Bo Huang

17 Years of Experience
Chicago, IL
Broker

Xiong-Bo Huang is a registered investment advisor at Morgan Stanley, based in Chicago, IL, 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

233 South Wacker Drive, Suite 8600, Chicago, IL, 60606

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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

Xiong-Bo owns rental property in Chicago, Illinois, since August 2022, acting as a landlord. This activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
November 2015 - Present · 10 yrs 6 mos
Morgan Stanley
November 2015 - Present · 10 yrs 6 mos
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
March 2012 - December 2015 · 3 yrs 9 mos
Credit Suisse Securities (USA) LLC
March 2012 - December 2015 · 3 yrs 9 mos
Northwestern Mutual Investment Services,llc
June 2010 - May 2011 · 11 mos
Northwestern Mutual Investment Services, LLCBroker
June 2010 - May 2011 · 11 mos
Lantern Investments, INC.Broker
January 2009 - April 2010 · 1 yr 3 mos
Mclaughlin, Piven, Vogel Securities, INC.Broker
April 2008 - December 2008 · 8 mos
Ameriprise Financial Services, INC.
January 2008 - April 2008 · 3 mos
Ameriprise Financial Services, INC.Broker
January 2008 - April 2008 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.