Wanwen Wu

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 11/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brooklyn, NY
• 03/2016 → 04/2017
  Zest Szechuan (Jing Guan Group)
  New York, NY
• 04/2017 → 12/2018
  Hunan House
  New York, NY
• 01/2019 → 02/2020
  Ae3 Pharmacy (American East Pharmacy)
  New York, NY
• 04/2021 → 04/2022
  Ae3 Pharmacy (American East Pharmacy)
  New York, NY
• 08/2021 → 04/2022
  Abacus Federal Savings Bank
  New York, NY
• 04/2022 → 11/2024
  Bank Of America
  New York, NY
• 03/2020 → 03/2021
  Unemployed Due To Covid-19
  New York, NY
• 08/2017 → 07/2019
  Kingsborough Community College
  Brooklyn, NY
• 08/2019 → 07/2021
  Baruch College
  New York, NY
• 01/2022 → Present
  Baruch College
  New York, NY
• 06/2021 → 07/2023
  American Institute Of Science
  New York, NY
• 01/2025 → Present
  Bank Of America, N.A. E
  Brooklyn, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-01-30

Other Names

• Wanwen Wu
• Jojo Wu