Haotian Xie is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 2 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1400 Page Mill Road, Palo Alto, CA, 94304
Get directionsHistory
Regulatory History
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 →Other Business Activities
Haotian owns a condo in New York that he rents out since December 2021, receiving rental income. He spends minimal time collecting rent and paying invoices, as a rental manager handles most responsibilities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations5 states
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.