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Lin Xie

Morgan Stanley

Menlo Park, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-05-28
  • CA RA
    APPROVED
    Since 2020-05-28

Branch Locations

2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • 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
East West Bank Santa Clara CA 03/2016 05/2020
Cetera Investment Advisers Llc Santa Clara CA 03/2016 05/2020
Cetera Investment Services Llc St.CLoud MN 03/2016 05/2020
Morgan Stanley Smith Barney Llc Menlo Park CA 05/2020 Present
Morgan Stanley Private Bank, N.A New York NY 07/2021 Present
  • 03/2016 → 05/2020
    East West Bank
    Santa Clara, CA
  • 03/2016 → 05/2020
    Cetera Investment Advisers Llc
    Santa Clara, CA
  • 03/2016 → 05/2020
    Cetera Investment Services Llc
    St.CLoud, MN
  • 05/2020 → Present
    Morgan Stanley Smith Barney Llc
    Menlo Park, CA
  • 07/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-07
  • S66 Uniform Combined State Law Examination
    2015-02-07
Other Names
  • Lin Xie
  • Lin Xie
  • Lin Xie Hsiang

View on SEC IAPD

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Other Offices

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC · MENLO PARK, CA
TRIPLEPOINT ADVISERS LLC · MENLO PARK, CA
MENLO EQUITIES · MENLO PARK, CA
MAKENA CAPITAL MANAGEMENT, LLC · MENLO PARK, CA
MORGAN STANLEY · Menlo Park, CA
MORGAN STANLEY · Menlo Park, CA
MORGAN STANLEY · Menlo Park, CA
BYERS CAPITAL INVESTMENT ADVISORY, LLC · MENLO PARK, CA

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