Jeffrey Wu, financial advisor Purchase NY

Jeffrey Wu

CRD Number: 6588252
Current Firm: Altium Wealth Management LLC

Jeffrey Wu (CRD# 6588252) is an Investment Advisor Representative working at Altium Wealth Management LLC in Purchase, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Altium Wealth Management, LLC Purchase, NY Mar 2017 - Current 4
Hightower Securities, LLC New York, NY Nov 2015 - Dec 2016 1
Sports And Arts In Schools Foundation Far Rockaway, NY Jun 2015 - Aug 2015 < 1
Stony Brook University Stony Brook, NY Aug 2010 - May 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2016
Contact Info for Jeffrey Wu
Phone Number: 877-780-0074
Registered State(s):
  • CT
  • NY
By the Numbers
  • Total Assets Under Management
    2,134
    MILLIONS
  • Total Number of Accounts
    2,818
    ACCOUNTS
  • Average Account Value
    $757,203
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, FL, GA, IL, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TX

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