Shichen Xu
Investment adviser representative at Moran Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
$5.1BFirm assets
4 yearsFirm in business
Are you Shichen Xu? 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
Experience
10 years in the industry.
- Moran Wealth Management, LLCApr 2022 to now
- University of Notre DameJun 2017 to May 2018
- Wells Fargo Advisors, LLC`Jun 2016 to Aug 2022
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Moran Wealth Management, LLC
$5.1BAssets managed
1,694Clients
34Advisers
4 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
- 6675716
- Firm CRD
- 319208