Jie 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:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2023-04-28
TX	RA	APPROVED	2019-10-10
UT	RA	APPROVED	2019-10-07

CT RA
APPROVED

Since 2023-04-28
TX RA
APPROVED

Since 2019-10-10
UT RA
APPROVED

Since 2019-10-07

Branch Locations

Danbury, CT • United States

90 Grove Street, Ridgefield, CT 06877 • United States

4343 Easton Commons, Columbus, OH 43219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Ridgefield	CT	05/2019	Present
Tailored Management	South Jordan	UT	10/2018	05/2019
Unitedhealth Group	Sandy	UT	09/2018	10/2018
Capital Trading	Murray	UT	02/2018	09/2018
Ocean Mart	Sandy	UT	08/2017	02/2018
Resorts World Sentosa	Singapore		09/2010	10/2016
Unemployed	South Jordan	UT	10/2016	08/2017
Morgan Stanley Services Group, Inc.	South Jordan	UT	05/2019	01/2020
E*Trade Securities Llc	South Jordan	UT	05/2021	Present

05/2019 → Present

Morgan Stanley

Ridgefield, CT
10/2018 → 05/2019

Tailored Management

South Jordan, UT
09/2018 → 10/2018

Unitedhealth Group

Sandy, UT
02/2018 → 09/2018

Capital Trading

Murray, UT
08/2017 → 02/2018

Ocean Mart

Sandy, UT
09/2010 → 10/2016

Resorts World Sentosa

Singapore
10/2016 → 08/2017

Unemployed

South Jordan, UT
05/2019 → 01/2020

Morgan Stanley Services Group, Inc.

South Jordan, UT
05/2021 → Present

E*Trade Securities Llc

South Jordan, UT

Other Businesses

*430939 - Grow Zaad; Investment related - Yes; South Jordan, State; Utah; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Apr 2021; During business hours: 0; After business hours: 20; Sales/Marketing *607211 - Rental Property; Investment related Yes; West Point, Utah; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2023; During business hours: 0; After business hours: 0; pay the bills and receive rent collections from the management company *610123 - Hive Holdings; Investment related: Yes; South Jordan, Utah; Retail/Online Stores; Partner(proprietor, partner, officer, director, employee, trustee, agent); 9/2024; During business hours: 0; After business hours: 1; Administrative *622424 - TuDiGong LLC; Investment related: Yes; Danbury, Connecticut; Real Estate; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 0; After business hours: 0; Administrative

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-10-04

S66 Uniform Combined State Law Examination

2019-10-04

Other Names

Albee Huang

View on SEC IAPD