Xin Li

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2026 → Present
  Ubs Financial Services Inc.
  San Francisco, CA
• 09/2025 → 03/2026
  Hays U.S. Corporation
  San Francisco, CA
• 08/2022 → 02/2025
  Scgc Real Estate Investment Management Co.
  Beijing
• 05/2021 → 06/2022
  Columbia University
  New York, NY
• 03/2021 → 05/2021
  Zxd Architects
  Beijing
• 07/2020 → 10/2020
  Mdy Properties Inc.
  Santa Clara, CA
• 08/2015 → 05/2020
  University Of Southern California
  Los Angeles, CA
• 10/2020 → 03/2021
  Unemployed
  Beijing
• 02/2025 → 09/2025
  Unemployed
  Hillsborough, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-03-27