Ericson Shi
Investment adviser representative at East West Wealth Advisors LLC
14 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm 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.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- East West Wealth Advisors LLCAug 2026 to now
- Prj GroupFeb 2020 to now
- Cetera Investment Advisers LLCNov 2023 to Jul 2026
- Cetera Investment Services LLCJun 2023 to Jul 2026
- University of Southern CaliforniaJul 2020 to May 2022
- Morgan StanleyJul 2012 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
East West Wealth Advisors LLC
$0Assets managed
0Clients
6Advisers
Under 1 yearIn 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
- 6103488
- Firm CRD
- 342776