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 out of Arcadia, California with 9 years of industry experience. Wu is an employee of Cetera Investment Advisers LLC. Over the course of their career, Wu has held roles at Cathy Bank, Cetera Investment Services, Cetera Investment Advisers LLC and East West Bank. Wu holds Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to work in California. Cetera Investment Advisers LLC is a financial advisory firm that has its headquarters in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 employees. It administers $33 billion in assets between its 176,986 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 431 charitable organizations. Of its 176,986 client accounts, 23% belong to high-net-worth clients who have greater than $1 million in assets. Cetera Investment Advisers LLC provides a diverse set 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 for financial advice largely vary depending on which service is offered. Fees billed by Cetera Investment Advisers LLC may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

9 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

Office Location

200 E Duarte
Arcadia, CA 91006

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

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

3,094

CA Average: 44
Total Number of Accounts

176,986

CA Average: 2,564
Average Account Size

$188,469

CA Average: $2,603,165

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 been registered as a financial advisor for 9 years.*

2016 - Present (8 years)

East West Bank

2014 - Present (10 years)

Cetera Investment Advisers LLC

2013 - Present (11 years)

Cetera Investment Services

2013 - 2016 (3 years)

Cathy Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ping Shuang Wu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Michelle Yang
San Marino, CA
Ricardo Sanchez
Fort Lauderdale, FL
Erin Mcclain
Philadelphia, PA
Howard Hsieh
Irvine, CA
Joseph Charron
Oklahoma City, OK
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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