Michael Wu
Investment adviser representative at Steward Partners Investment Advisory, LLC
12 yearsExperience
3 statesRegistered in
$36.7BFirm assets
10 yearsFirm in business
Are you Michael Wu? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Steward Partners Investment Advisory, LLCJun 2023 to now
- Steward Partners Global Advisory, LLCJun 2023 to now
- Steward Partners Investment Solutions, LLCJun 2023 to now
- Morgan StanleyOct 2022 to Jun 2023
- Raymond James & Associates, IncJun 2022 to Sep 2022
- Raymond James Financial Services Advisors, IncOct 2018 to Sep 2022
- Raymond James Financial Services, Inc.Oct 2018 to Sep 2022
- USAA Investment Management CompanyJan 2018 to Oct 2018
- USAA Financial Advisors, Inc.May 2014 to Oct 2018
- USAA Financial Planning ServicesMay 2014 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (FL, LA, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
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
- 2740123
- Firm CRD
- 283004