Karen Shu (CRD# 7459337) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Chelmsford, MA and has over 2 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthfront | Boston, MA | Nov 2021 - Current | 2 |
| Unemployed | Chelmsford, MA | Aug 2021 - Nov 2021 | < 1 |
| Trinity College | Hartford, CT | Jun 2018 - Aug 2021 | 3 |
| Friendly Dental Center | Chelmsford, MA | Jun 2007 - Dec 2018 | 11 |
| Dartmouth College | Hanover, NH | Aug 2016 - Jun 2018 | 1 |
| Boston College | Chestnut Hill, MA | Aug 2014 - Jun 2016 | 1 |
| Unemployed | Chelmsford, MA | Jun 2014 - Jul 2014 | < 1 |
| Boston College O'neill Library | Chestnut Hill, MA | Sep 2011 - May 2014 | 2 |
| Boston College | Chestnut Hill, MA | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- CA
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Total Assets Under Management26,393MILLIONS
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Total Number of Accounts478,733ACCOUNTS
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Average Account Value$55,130
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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