Yu-hsuan Hsieh, financial advisor San Francisco CA
90 score

Yu-hsuan Hsieh

CRD Number: 6096839
Current Firm: Morgan Stanley

Yu-hsuan Hsieh (CRD# 6096839) is an Investment Advisor Representative working at Morgan Stanley in San Francisco, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley San Francisco, CA Oct 2015 - Current 1
Credit Suisse Securities (usa) LLC San Francisco, CA Jul 2014 - Oct 2015 1
Credit Suisse Lending LLC San Francisco, CA Jul 2014 - Oct 2015 1
Ubs Financial Services San Diego, CA Apr 2012 - Jun 2014 2
Ron Mix All Sports Law Office San Diego, CA Mar 2012 - Apr 2012 < 1
Taaz, Inc. La Jolla, CA Apr 2011 - Apr 2012 1
Education Berkeley, CA Jan 2007 - Dec 2011 4
Americorps Berkeley, CA Aug 2007 - May 2009 1
Gogo Japan San Diego, CA Apr 2003 - Jan 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Yu-hsuan Hsieh
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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