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Chenxin Xu

Morgan Stanley

New York, NY

CRD 8032341

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-05
NY RA APPROVED 2025-10-17
  • TX RA
    APPROVED
    Since 2025-12-05
  • NY RA
    APPROVED
    Since 2025-10-17

Branch Locations

399 Park Avenue 12Th Floor, New York, NY 10022 • 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
OrganizationCityStateFromTo
Morgan Stanley New York NY 02/2025 Present
The Tianjin Juilliard School Tianjin 12/2021 01/2025
New York Music & Arts Inc. New York NY 12/2006 11/2021
Morgan Stanley Private Bank, N.A New York NY 12/2025 Present
  • 02/2025 → Present
    New York, NY
  • 12/2021 → 01/2025
    The Tianjin Juilliard School
    Tianjin
  • 12/2006 → 11/2021
    New York Music & Arts Inc.
    New York, NY
  • 12/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Other Businesses

*688394- School of Education, University of Pennsylvania; Investment related: No; Philadelphia, Pennsylvania; Education; Senior Advisor for the Education Entrepreneurship Program (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 1; Senior Advisor for the Education Entrepreneurship Program, advising its global strategy and partnerships.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-17
  • S66 Uniform Combined State Law Examination
    2025-10-17

View on SEC IAPD

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