Serina
Shyu

Woodbury Financial Services, Inc

CRD#6215354
Investment Advisor
in Atlanta, GA
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About this Advisor

Serina Shyu is a certified financial planner in Atlanta, Georgia. Currently an investment advisor at Woodbury Financial Services, Inc, they have gathered 13 years of work experience as a financial advisor. Shyu maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative. Shyu is registered to operate in Georgia. The advisor has gained experience at E*Trade Securities LLC, Bryan Cave, Llp, H&R Block, Inc, Georgia State University, Shyu Financial Services, LLC, Woodbury Financial Services, Inc and Jon Baker Financial Group. Woodbury Financial Services, Inc is based out of Atlanta, Georgia, and has 590 additional locations in the country. In aggregate, Woodbury Financial Services, Inc manages $7 billion in assets throughout 36,076 accounts and employs more than 1,945 people. The firm's total assets under management places it among the largest financial advisory firms in the United States. The firm manages 13,010 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Woodbury Financial Services, Inc provides 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63, Certified Financial Planner

Years of Experience

13 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, Commissions

Disclosures

No

Office Location

1050 Crown Ponte Parkway Suite 1590
Atlanta, GA 30338

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$7,631,833,044

GA Average: $5,289,111,388
Total Number of Employees

1,925

GA Average: 157
Total Number of Accounts

45,748

GA Average: 8,262
Average Account Size

$166,823

GA Average: $640,173

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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

Serina Shyu Work History

Serina has 13 years of experience.

2014 - Present (5 years)

Woodbury Financial Services, Inc

2014 - Present (5 years)

Jon Baker Financial Group

2013 - 2014 (1 years)

E*Trade Securities LLC

2009 - 2012 (3 years)

Georgia State University

2008 - 2009 (1 years)

Shyu Financial Services, LLC

2007 - 2009 (2 years)

H&R Block, Inc

2005 - 2013 (8 years)

Bryan Cave, Llp

Disclosures

Serina Shyu has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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