SW
SW

Shiqi Wang

5 Years of Experience
Oakland, CA
Broker

Shiqi Wang is a registered investment advisor at Morgan Stanley, based in Oakland, CA, with 5 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

1999 Harrison Street, Suite 2200, Oakland, CA, 94612

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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

Shiqi is an employee at Pole and Dance Studios in Oakland, California, since September 2021. Shiqi spends about 10-20% of their time teaching and providing labor/service after business hours.

Employment History
Current Registrations
Morgan Stanley
January 2021 - Present · 5 yrs 4 mos
Morgan StanleyBroker
September 2020 - Present · 5 yrs 8 mos
State Registrations50 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.