Xinrui Wu

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2025 → 06/2026
  American Society Of Clinical Oncology
  Alexandria, VA
• 08/2022 → 05/2026
  University Of Virginia
  Charlottesville, VA
• 07/2026 → Present
  National Life Group
  Fairfax, VA
• 07/2026 → Present
  Equity Services Inc
  Montpelier, VT
• 08/2017 → 06/2022
  York School
  Monterey, CA
• 09/2015 → 08/2017
  Wuhan Foreign Languages School
  Wuhan

Other Businesses

*CORNERSTONE ADVISOR GROUP LLC, 10472 ARMSTRONG STREET, FAIRFAX, VA, 22030, ONGOING, INV REL, 07/2026, INSURANCE, AGENT, DURING TRD/HRS, 15%*CAG TAX SERVICES, LLC,10472 ARMSTRONG STREET, FAIRFAX, VA, 22030, ONGOING, INV REL, 07/2026, TAX PREPARATION/ BOOKKEEPING, NOT DURING TRD/HRS, 0%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-18