Morgan Stanley
42yrs
George Donald Bettisworth
Financial advisor
20400 Stevens Creek Boulevard Suite 350
Cupertino, CA 95014
Cupertino, CA 95014
Top advisor by experience in Cupertino
17yrs
Xi Wang
Financial advisor at Morgan Stanley
Based in Cupertino, California, Xi Wang is a fiduciary financial advisor with 17 years of industry experience. Xi joined Morgan Stanley in 2020, after seven years at Hsbc Securities (usa) and four years at UBS Financial Services. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 146 advisors with offices in Cupertino, and one of 137 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 54% of advisors nationwide
Office20400 Stevens Creek Boulevard Suite 350, Cupertino, CA 95014
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowMorgan StanleyCurrent firm
- 2013 – 2020Hsbc Securities (usa) Inc.Previously
- 2010 – 2013UBS Financial Services Inc.Previously
- Aug 2009 – Jan 2010UBS International Inc.Previously
Questions to ask Xi
Tailored to Xi’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Xi
How do I contact Xi?
Call Morgan Stanley at 914-225-5510 and ask for Xi Wang. Xi works from the Cupertino, CA office.
How long has Xi been a financial advisor?
Xi has been in the industry since 2009, about 17 years. More experience than 54% of advisors nationwide.
What licenses does Xi hold?
Series 66. Tap any license on this page to see what it allows.
Is Xi a fiduciary?
Xi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Xi paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Xi for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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