YZ
YZ

Yuqi Zhang

1 Year of Experience
Pasadena, CA
Broker

Yuqi Zhang is a registered investment advisor at Morgan Stanley, based in Pasadena, CA, with 1 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

55 South Lake Avenue Pasadena Towers - Tower II, Suite 700, Pasadena, CA, 91101

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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

Yuqi is a sole proprietor/owner of a rental property in Valencia, California, since February 2025. Yuqi spends minimal time on property management after business hours.

Employment History
Current Registrations
Morgan Stanley
October 2024 - Present · 1 yr 7 mos
Morgan StanleyBroker
July 2024 - Present · 1 yr 10 mos
State Registrations26 states
AZCACOCTDEFLGAHIILINMAMDMIMNMONCNDNJNVNYOHORTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Yuqi Zhang - Financial Advisor | TrueAdvisor