Michael
Wu
Steward Partners Investment Advisory, LLC
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About this Advisor
Michael Wu is a financial advisor based in Land O Lakes, Florida, working with Steward Partners Investment Advisory, LLC. Michael has previously held positions at Usaa Financial Planning Services, Usaa Financial Advisors, Inc, Usaa Investment Management Company, Steward Partners Global Advisory, LLC, Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, Morgan Stanley, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, and Raymond James & Associates, Inc. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Michael is part of Steward Partners Investment Advisory, LLC, which operates out of Land O Lakes, Florida. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$15,388,456,057
499
30,287
$508,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Michael Wu Work History
Steward Partners Global Advisory, LLC
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Morgan Stanley
Raymond James & Associates, Inc
Usaa Investment Management Company
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Usaa Financial Planning Services
Usaa Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Michael 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 Steward Partners Investment Advisory, LLC
Virginia Beach, VA
Andover, MA
Suffolk, VA
Baltimore, MD
New York, NY
Clearwater, FL
Manchester, NH
New York, NY
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