Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
30yrs
Michael Wu
Financial advisor at Steward Partners Investment Advisory
Michael Wu is a fiduciary financial advisor in Stamford, Connecticut, with 30 years in the industry. Michael joined Steward Partners Investment Advisory in 2023, after a year at Morgan Stanley and less than a year at Raymond James & Associates. Steward Partners Investment Advisory offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 937 advisors with offices in Stamford, and one of 883 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 15% by experience nationwide
Office400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$831,870
Advisors at the firm477
States licensed ?1 state
Services through Steward Partners Investment Advisory
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowSteward Partners Investment Advisory, LLCCurrent firm
- Oct 2022 – Jun 2023Morgan StanleyPreviously
- Jun 2022 – Oct 2022Raymond James & Associates, Inc.Previously
- 2018 – 2022
- Jan 2018 – Oct 2018USAA Investment Services CompanyPreviously
- 2014 – 2018USAA Financial Planning ServicesPreviously
- 2008 – 2014
- May 2008 – Aug 2008Independent Financial PartnersPreviously
Earlier career (2 more)
- Aug 2007 – Dec 2007MML Investors Services, LLCPreviously
- 2003 – 2005TD Ameritrade, Inc.Previously
Contact Michael
(866) 694-7769Steward Partners Investment Advisory main office 400 Atlantic Street Floor 10, Suite 1020Stamford, CT 06901Office · Get directions Firm websitefreedomstreetpartners.stewardpartners.com
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Steward Partners Investment Advisory at (866) 694-7769 and ask for Michael Wu. Michael works from the Stamford, CT office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1996, about 30 years. Top 15% by experience nationwide.
What licenses does Michael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Steward Partners Investment Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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