Shuxin Wu

Employer firm

Santander Securities LLC CRD 41791

$3.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SPONSOR TO 3RD-PARTY WRAP FEE PROGRAM(S) OFFERED BY CUSTODIAN'S (NFS) ADVISORY PLATFORM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2026 → Present
  Santander Bank, Na
  Boston, MA
• 06/2026 → Present
  Santander Securities, Llc
  Boston, MA
• 05/2019 → 05/2026
  John Hancock Personal Financial Services Llc
  Boston, MA
• 05/2018 → 11/2018
  State Street Corporation
  North Quincy, MA
• 02/2016 → 11/2017
  Bank Of New York Mellon
  Everett, MA
• 01/2010 → 06/2019
  Shabu-Zen Restaurant
  Boston, MA
• 01/2024 → 05/2026
  Manulife John Hancock Brokerage Services Llc
  Boston, MA
• 01/2024 → 05/2026
  John Hancock
  Boston, MA

Previous Registrations

• 2021-01-04 → 2026-05-19
  John Hancock Personal Financial Services, Llc
  Boston, MA
  Boston, MA
  Boston, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-07-29
• S65 Uniform Investment Adviser Law Examination
  2020-12-12

Other Names

• Michelle Wu