Lin Xie is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 11 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
2775 Sand Hill Road, Suite 120, Menlo Park, CA, 94025
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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 Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
May 2020 - Present · 6 yrs
Previous Registrations
Cetera Investment Advisers LLC
March 2016 - May 2020 · 4 yrs 2 mos
Cetera Investment Services LLCBroker
March 2016 - May 2020 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - February 2016 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2014 - February 2016 · 1 yr 2 mos
State Registrations6 states
CANJNVNYPRWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.