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Xiuhua Xu

Bakeravenue

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About Xiuhua Xu

Xiuhua Xu is an investment advisor representative with Bakeravenue based in San Francisco, California. Xiuhua Xu has been in the industry for 11 years. Prior to joining Bakeravenue, Xiuhua Xu was employed at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and SCOTTRADE, INC.. Xiuhua Xu holds the Series 63, Series 65, Series 7 and SIE licenses. Xiuhua Xu is a registered investment advisor representative in California.

Firm Information

Xiuhua Xu is currently registered with Bakeravenue. Bakeravenue is a registered investment advisor based in San Francisco, California. They provide financial planning, portfolio management for individuals, and educational seminars. Bakeravenue primarily serves high-net-worth individuals, corporations or other businesses, and charitable organizations. They have over $2.5 billion in regulatory assets under management.
Bakeravenue

301 BATTERY STREET

SAN FRANCISCO, CA 94111

$2.59B

Assets Under Management

1

Total Clients

26

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Xiuhua Xu’s Registration & Firm History

CA

10/22/2019 - Present

Bakeravenue (SAN FRANCISCO CA)

NY

03/09/2016 - 12/07/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

CA

03/15/2012 - 02/26/2016

SCOTTRADE, INC. (MILPITAS CA)

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Licenses & Designations

IA

Issued 04/14/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/09/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Xiuhua Xu. Review regulatory record here.
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