Unclaimed Profile

Emily J Sheu

SHEU WEALTH MANAGEMENT, LLC·ARMONK, New York

SIE, Series 7, Series 66CFPClean record18 years registeredSHEU WEALTH MANAGEMENT, LLC

4 MACDONALD AVE., ARMONK, NY 10504CRD# 4994827Firm CRD# 173308

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Emily J Sheu · ARMONK, NY

Registration

CRD #4994827 · SHEU WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SHEU WEALTH MANAGEMENT, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Nov 2021 – Mar 2023

MARLTON, NJ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2017 – Jun 2020

NEW YORK, NY

SHEU WEALTH MANAGEMENT, LLC

Mar 2015 – Jan 2017

Stamford, CT

UBS FINANCIAL SERVICES INC.

Apr 2012 – Jan 2015

NEW YORK, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 2008 – Apr 2012

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 16, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SHEU WEALTH MANAGEMENT, LLC

CRD 173308 · SEC 801-80806

AUM

$11M

Regulatory assets under management

Employees

44 client accounts

Services offered by SHEU WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SHEU WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Emily J Sheu offer?

Emily J Sheu specializes in Financial Planning, Investment Management.

What are Emily J Sheu's credentials?

Emily J Sheu holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Emily J Sheu located?

Emily J Sheu is based in ARMONK, New York, last registered with SHEU WEALTH MANAGEMENT, LLC.

How does Emily J Sheu charge for services?

Emily J Sheu's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHEU WEALTH MANAGEMENT, LLC?

SHEU WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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