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Huiying Cheng

Morgan Stanley

Palo Alto, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-26
CA RA APPROVED 2018-11-27
  • TX RA
    APPROVED_RES
    Since 2022-01-26
  • CA RA
    APPROVED
    Since 2018-11-27

Branch Locations

245 Lytton Avenue Suite 200, Palo Alto, CA 94301 • 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
Fidelity Brokerage Services Llc Mountain View CA 03/2014 06/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 07/2017 11/2018
Bank Of America, N.A. San Jose CA 07/2017 11/2018
Morgan Stanley Smith Barney Llc Palo Alto CA 11/2018 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2019 Present
  • 03/2014 → 06/2017
    Fidelity Brokerage Services Llc
    Mountain View, CA
  • 07/2017 → 11/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Jose, CA
  • 07/2017 → 11/2018
    Bank Of America, N.A.
    San Jose, CA
  • 11/2018 → Present
    Morgan Stanley Smith Barney Llc
    Palo Alto, CA
  • 01/2019 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-28
  • S66 Uniform Combined State Law Examination
    2016-01-28
Other Names
  • Coco Cheng

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA
CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
DCVC · PALO ALTO, CA
DCVC BIO · PALO ALTO, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
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