Xi Wang

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

• 08/2016 → 03/2018
  Hsbc Bank Usa, N.A.
  San Mateo, CA
• 03/2018 → 06/2020
  Hsbc Securities (Usa) Inc.
  San Mateo, CA
• 03/2018 → 06/2020
  Hsbc Bank Usa, N.A.
  San Matel, CA
• 06/2020 → Present
  Morgan Stanley Smith Barney Llc
  Cupertino, CA
• 11/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2013-09-23 → 2020-06-25
  Hsbc Securities (Usa) Inc.
  San Mateo, CA
  San Francisco, CA
  San Francisco, CA
  Millbrae, CA
• 2010-01-01 → 2013-08-26
  Ubs Financial Services Inc.
  San Francisco, CA
• 2009-08-18 → 2010-01-01
  Ubs International Inc.
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2009-08-17

Other Names

• Sheila Wang