YC
YC

Yibai Chen

8 Years of Experience
South Jordan, UT
Broker

Yibai Chen is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, with 8 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

680 West 10000 South, South Jordan, UT, 84095

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History

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.

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Other Business Activities

Yibai is a partner in a rental property in Sandy, Utah since July 2022, and a sole proprietor/owner of a rental property in Draper, Utah since March 2025. He spends minimal time on administrative tasks for the Draper property outside of business hours.

Employment History
Current Registrations
Morgan Stanley
August 2017 - Present · 8 yrs 11 mos
Morgan StanleyBroker
June 2017 - Present · 9 yrs 1 mo
Morgan Stanley
June 2017 - Present · 9 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Yibai Chen - Financial Advisor | TrueAdvisor