Qizhen Xie

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

• 06/2012 → 01/2019
  Amazing Wealth Insurance Agency
  San Jose, CA
• 08/2018 → 01/2019
  Morgan Stanley Smith Barney Llc
  Cupertino, CA
• 01/2019 → Present
  Morgan Stanley Smith Barney Llc
  Cupertino, CA
• 01/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

1. Rental Property; Investment related Yes; San Jose, CA; Rental Property; Owner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2018

Exams

• S66 Uniform Combined State Law Examination
  2018-12-05

Designations

• Chartered Financial Consultant

Other Names

• Winson Xie