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Ericson Shi

East West Wealth Advisors LLC

Beverly Hills, CA

Pasadena, CA

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Current Employers
East West Wealth Advisors Llc

135 N. Los Robles Ave. 7Th Floor, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-03
  • CA RA
    APPROVED
    Since 2026-08-03

Branch Locations

9378 Wilshire Blvd Suite 100, Beverly Hills, CA 90212 • United States

135 N. Los Robles Ave. 7Th Floor, Pasadena, CA 91101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Southern California Los Angeles CA 07/2020 05/2022
Morgan Stanley New York NY 07/2012 02/2020
Prj Group Pasadena CA 02/2020 Present
Cetera Investment Services Llc St Cloud MN 06/2023 07/2026
Cetera Investment Advisers Llc Beverly Hills CA 11/2023 07/2026
East West Wealth Advisors Pasadena CA 08/2026 Present
  • 07/2020 → 05/2022
    University Of Southern California
    Los Angeles, CA
  • 07/2012 → 02/2020
    Morgan Stanley
    New York, NY
  • 02/2020 → Present
    Prj Group
    Pasadena, CA
  • 06/2023 → 07/2026
    Cetera Investment Services Llc
    St Cloud, MN
  • 11/2023 → 07/2026
    Cetera Investment Advisers Llc
    Beverly Hills, CA
  • 08/2026 → Present
    East West Wealth Advisors
    Pasadena, CA
Previous Registrations
Other Businesses

1.) ADMINISTRATIVE DUTIES FOR PRJ GROUP (INVEST IN REAL ESTATE), 5/HRS/WK

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-19
  • S66 Uniform Combined State Law Examination
    2023-11-19
Other Names
  • Ericson Truong

View on SEC IAPD

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