Rebecca H Li-Huang

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

• 02/2017 → 10/2018
  Hsbc Bank Usa National Association
  Radnor, PA
• 03/2017 → 10/2018
  Hsbc Securities Usa Inc.
  Radnor, PA
• 02/2015 → 02/2017
  Self-Employed
  Radnor, PA
• 10/2018 → 05/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, PA
• 01/2019 → 05/2022
  Bank Of America, N.A.
  Wayne, PA
• 05/2022 → Present
  Morgan Stanley Smith Barney Llc
  West Conshohocken, PA
• 06/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2018-10-26 → 2022-05-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, PA
  Reunion, FL
• 2017-04-20 → 2018-11-13
  Hsbc Securities (Usa) Inc.
  Radnor, PA
  New York, NY
  Philadelphia, PA
  Radnor, PA
• 2005-06-20 → 2015-02-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bala Cynwyd, PA
  Bala Cynwyd, PA

Other Businesses

*504532 - Rental property Berkeley CA; Investment related Yes; Berkeley, California; Real Estate; Co-owner (proprietor, partner, officer, director, employee, trustee, agent); 08/21; During business hours: 0; After business hours: 0; *504527- FA's published memoir of a first generation Chinese American; Investment related-No; Radnor, Pennsylvania; Publishing; Author (proprietor, partner, officer, director, employee, trustee, agent); 05/2015; During business hours: 0; After business hours: 0 *504530- Oxford University Press USA; Investment related-No; Cary, North Carolina; Publishing; Author(proprietor, partner, officer, director, employee, trustee, agent); 05/2017; During business hours: 0; After business hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2017-04-05

Other Names

• Hongbo Li
• Rebecca Li
• Rebecca Hongbo Li
• Rebecca Hongbo Li-Huang
• Rebecca Li Huang
• Rebecca Li-Huang