Daniel Wu (CRD# 2651056) is an Investment Advisor Representative working at Pair Lending LLC in San Francisco, CA and has over 28 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 6424586
Global Retirement Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strait & Sound | San Francisco, CA | Apr 2022 - Current | 2 |
| Pair Capital Wealth Management, LLC | South San Francisco, CA | Feb 2018 - Current | 6 |
| Pair Lending LLC | San Francisco, CA | Jan 2016 - Current | 8 |
| Onvest LLC | San Francisco, CA | Jul 2015 - Current | 8 |
| Gps Capital Management, LLC | San Ramon, CA | Oct 2005 - Dec 2022 | 17 |
| Global Investment Science, LLC | San Mateo, CA | Nov 2017 - Dec 2021 | 4 |
| Pg Global Wealth Management, Inc. | Bellevue, WA | Nov 2016 - Dec 2021 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management1MILLIONS
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Total Number of Accounts28ACCOUNTS
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Average Account Value$35,764
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
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CA, NY, TX, WA
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