Simon Wu (CRD# 5206413) is an Investment Advisor Representative working at Edgewater Management Partners LLC in Fort Lee, NJ and has over 3 years of experience in the finance industry.
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 718407
Osaic Wealth, Inc.
CRD# 6073230
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edgewater Management Partners LLC | Fort Lee, NJ | Jan 2019 - Current | 5 |
| Unemployed | Kowloon, | Apr 2016 - Dec 2018 | 2 |
| Pag Asia | Hong Kong, | Apr 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
- NJ
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$543,914
- Performance-based fees
- Portfolio management for individuals and/or small businesses
NJ
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