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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wu is a financial advisor who has been in the industry since 2010. Matthew Wu is currently registered as an Investment Advisor Representative with MAI Capital Management, LLC. Matthew Wu's previous experience includes working for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew Wu is registered in Connecticut and is authorized to provide financial advice to individuals, high net worth individuals, corporations and other businesses, investment companies, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. Matthew Wu has successfully completed the Uniform Combined State Law Examination (Series 66) and the General Securities Representative Examination (Series 7).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Due diligence/research
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
CT
04/05/2022 - Present
MAI Capital Management, LLC (Madison CT)
CT
03/09/2010 - 07/10/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
BOTH
Issued 11/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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