Ping Shuang
Wu

Cetera Investment Advisers LLC

CRD#4924232
Investment Advisor
in Arcadia, CA
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About this Advisor

Ping Shuang Wu is a financial advisor working in Arcadia, California, who has been in the financial industry for 11 years. Wu works at Cetera Investment Advisers LLC. During their career, Wu has held roles at Ucb Investment Services, Inc, Ubs International Inc, Ubs Financial Services Inc, Cathy Bank, Cetera Investment Services, Cetera Investment Advisers LLC and East West Bank. Wu has Series 63 and Series 66 licenses, designating them as a securities representative, and can advise clients in California. Cetera Investment Advisers LLC is an advisory business headquartered in Arcadia, California. It has offices in 1,938 locations and a total of 1,951 financial advisors. It has $10 billion in assets under management among its 51,335 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 123 charitable organizations. Of its 51,335 accounts, just 12% are associated with high-net-worth clients who have at least $1 million in investable assets. Cetera Investment Advisers LLC offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on which service is offered. Fee types charged by Cetera Investment Advisers LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

200 E Duarte
Arcadia, CA 91006

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$10,324,028,419

CA Average: $6,674,516,078
Total Number of Employees

2,072

CA Average: 44
Total Number of Accounts

54,906

CA Average: 2,564
Average Account Size

$188,031

CA Average: $2,603,165

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Ping Shuang Wu Work History

Ping Shuang has 11 years of experience.

2016 - Present (3 years)

East West Bank

2014 - Present (5 years)

Cetera Investment Advisers LLC

2013 - Present (6 years)

Cetera Investment Services

2013 - 2016 (3 years)

Cathy Bank

2010 - 2013 (3 years)

Ubs Financial Services Inc

2009 - 2013 (4 years)

Ubs International Inc

2007 - 2009 (2 years)

Ucb Investment Services, Inc

Disclosures

Ping Shuang Wu has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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