Nini
Wu
Morgan Stanley
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About this Advisor
Nini Wu is a financial advisor based in Kirkland, Washington, working with Morgan Stanley. Nini has previously held positions at East West Bank, University Of Washington, Peking University, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Morgan Stanley Smith Barney LLC, and Morgan Stanley Private Bank, N.A. Nini has passed the Series 66 regulatory exam and is registered to provide services in Texas and Washington. Currently, Nini is part of Morgan Stanley, which operates out of Kirkland, Washington. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion 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, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Nini Wu Work History
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Cetera Investment Advisers LLC
East West Bank
Cetera Investment Services LLC
University Of Washington
Peking University
Disclosures
Please visit the SEC profile of Nini Wu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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