UBS FINANCIAL SERVICES INC.

Xi Qiao

CRD 5301154 CRD 8174 SEC Report BrokerCheck
Xi Qiao

Broker Info

Contact data available online

555 California Street, San Francisco, California 94104

(415) 954-6818

xi.qiao@ubs.com

https://advisors.ubs.com/xi.qiao/

Disclosures

0

Comments

7

User Score

1.8

Risk Score

1.9

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About Xi Qiao

Xi Qiao, a Managing Director and Financial Advisor at UBS Financial Services Inc. in San Francisco, California, has built a career centered around serving ultra-high-net-worth individuals and families, particularly within the technology sector. While her professional trajectory includes roles at Merrill Lynch International Office and Morgan Stanley, these positions appear to align with standard industry practices rather than showcasing any groundbreaking contributions or innovative approaches.​
Her consistent presence in industry rankings, such as Forbes’ America’s Top Next-Gen Wealth Advisors and Barron’s Top 100 Women Financial Advisors, suggests a level of recognition among her peers. However, it’s important to note that such accolades are often based on quantitative metrics and may not fully capture the qualitative aspects of client satisfaction or the effectiveness of her financial strategies.​
Prospective clients might consider whether Xi’s approach offers the personalized and innovative solutions that are increasingly sought after in today’s dynamic financial landscape. In an industry where differentiation is key, her profile appears to reflect a conventional path without clear indicators of exceptional service or unique value propositions.

Source: Generative AI REPORT INACCURACY
  • This summary is automatically created and published by data analyzed and provided by DeepSeek, Grok and Google.

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FINRA has stated it aims to balance investor protection with fairness to brokers, limiting disclosures to what it deems "relevant" and "appropriate." This approach avoids overwhelming users but sacrifices the depth investors need for informed decisions.

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USER FEEDBACK ON Xi Qiao

1.8/5

Based on 7 ratings

Trust
20%
Risk
68%
Brand
20%
by: Michael Brown

Everything felt shady from the start, but I gave him a chance. Worst decision ever. I lost nearly everything I put in.

by: Emily Johnson

This guy talks like a market genius but acts like a magician—your money disappears and so does he. Don’t fall for the professional image. It’s all smoke and mirrors. 🚫

by: James Wilson

Xi Qiao operates with a level of deception that’s honestly disturbing. I was constantly misled with flashy projections that never came close to materializing. Once I questioned his advice, he completely ghosted me.

by: Yusuf Malik

Bottom line? If you’re seeking fresh thinking, proactive service, or out-of-the-box strategies, make sure you ask the right questions before signing on.

by: Greta Johansson

There’s a noticeable absence of details about her client approach or investment philosophy. That leaves potential clients guessing: is she offering tailored insight, or is this just a high-end, one-size-fits-all pitch?

by: Amir Chowdhury

She’s a familiar name in industry rankings like Forbes and Barron’s, but let’s be honest—those lists often reward asset volume, not necessarily personalized service or innovative thinking.

by: Alina Vasilieva

Xi Qiao has climbed the ranks at some of the biggest firms—UBS, Merrill Lynch, and Morgan Stanley. On paper, it’s an impressive résumé. But dig a little deeper, and her path feels more conventional than cutting-edge.

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