Cindy H Engle

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 12/2018
  Jpmorgan Chase
  Clearwater, FL
• 06/2016 → 12/2018
  Jpmorgan Securities Llc
  Clearwater, FL
• 01/2019 → Present
  Morgan Stanley
  Tampa, FL

Previous Registrations

• 2004-10-28 → 2006-09-06
  Chase Investment Services Corp.
  Fresh Meadows, NY
  Fresh Meadows, NY

Other Businesses

*407930 - Leased rental property; Investment related - Yes; Forest Hills; New York; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2020; During business hours: 0; After business hours: 0; *543317 - Safety Harbor Art and Music Center; Investment related No; Safety Harbor, Florida; Art/Culture; Independant Origami maker (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 0; After business hours: 16.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-17

Other Names

• Cindy Huang
• Cindy Huang
• Xinhui Huang