Xiaoyue He
Investment adviser representative at Ethic
10 yearsExperience
1 stateRegistered in
$10.1BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- EthicOct 2024 to now
- UnemployedJul 2024 to Sep 2024
- Morgan Stanley Investment ManagementDec 2019 to Jun 2024
- Morgan StanleyMar 2018 to Nov 2019
- Columbia UniversityAug 2016 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Ethic
Legal name: Ethic Inc.
$10.1BAssets managed
189Clients
9Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6909360
- Firm CRD
- 282827