Xi Wang is a registered investment advisor at Morgan Stanley, based in Cupertino, CA, with 16 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
20400 Stevens Creek Boulevard, Suite 350, Cupertino, CA, 95014
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
June 2020 - Present · 5 yrs 11 mos
Morgan Stanley
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Hsbc Securities (USA) INC.
September 2013 - June 2020 · 6 yrs 9 mos
Hsbc Securities (USA) INC.Broker
September 2013 - June 2020 · 6 yrs 9 mos
UBS Financial Services INC.Broker
January 2010 - August 2013 · 3 yrs 7 mos
UBS Financial Services INC.
January 2010 - August 2013 · 3 yrs 7 mos
UBS International INC.
August 2009 - January 2010 · 5 mos
UBS International INC.Broker
April 2009 - January 2010 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.