Xinyi Huang is an investment adviser representative (IAR) with state registration records since 2021, appearing at 4 firms. Currently registered with ROCKEFELLER FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 2024-03-22 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2024-03-08 | 2024-03-23 | — |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2022-08-29 | 2024-03-25 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2021-11-11 | 2022-08-11 | — |