Wuyang Fu
Investment adviser representative at Ip Financial Advisory Services LLC
11 yearsExperience
4 statesRegistered in
$481.4MFirm assets
6 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Ip Financial Advisory Services LLCApr 2023 to now
- Innovation Partners LLCApr 2023 to now
- Morgan Stanley Private Bank, N.A.Sep 2019 to Apr 2023
- Morgan StanleyAug 2019 to Apr 2023
- W&s Brokerage ServicesMar 2019 to Aug 2019
- Western & Southern LifeDec 2018 to Aug 2019
- Asml San DiegoMar 2018 to Jan 2019
- Lifepro Asset ManagementMar 2017 to Dec 2018
- Intel MobileOct 2015 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 4 states (CA, NV, OR, VA).
Ip Financial Advisory Services LLC
$481.4MAssets managed
2,001Clients
133Advisers
6 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
- 6235954
- Firm CRD
- 305772