Jeffrey WuCRD 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.
Park Avenue Securities LLC
Hightower Advisors, LLC
A.g.p / Alliance Global Partners
|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|
Total Assets Under Management2,134MILLIONS
Total Number of Accounts2,818ACCOUNTS
Average Account Value$757,203
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CT, FL, GA, IL, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TX
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