Morgan Stanley
42yrs
Top advisor by experience in Cupertino
28yrs
Anna Wu
Financial advisor at Morgan Stanley
Based in Cupertino, California, Anna Wu is a fiduciary financial advisor with 28 years of industry experience. Anna has been with Morgan Stanley since 2010; before that, Anna spent a year at UBS Financial Services and eight years at UBS International. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 146 advisors with offices in Cupertino, and one of 137 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 18% by experience in Cupertino
Office20400 Stevens Creek Boulevard Suite 350, Cupertino, CA 95014
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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
- 2010 – nowMorgan StanleyCurrent firm
- Jan 2010 – Nov 2010UBS Financial Services Inc.Previously
- 2002 – 2010UBS International Inc.Previously
- 1998 – 2002MerrillPreviously
Contact Anna
20400 Stevens Creek Boulevard Suite 350Cupertino, CA 95014Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
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Questions to ask Anna
Tailored to Anna’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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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?
My notes and scorecard
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About Anna
How do I contact Anna?
Call Morgan Stanley at (914) 225-5510 and ask for Anna Wu. Anna works from the Cupertino, CA office.
How long has Anna been a financial advisor?
Anna has been in the industry since 1998, about 28 years. Top 18% by experience in Cupertino.
What licenses does Anna hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Anna a fiduciary?
Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anna paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Anna 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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