Clara Wu
Professional summary
Clara Wu, who also goes by Clara Runbin Wu, Runbin Wu, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Staten Island, New York and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Clara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Clara has worked at 10 firms and has passed the Series 63, Series 66, Series 65, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Clara Wu's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
February 14, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917April 7, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
May 27, 2021 - August 11, 2021
PRUCO SECURITIES, LLC.
April 14, 2021 - August 11, 2021
PRUCO SECURITIES, LLC.
November 12, 2019 - January 4, 2022
ERNST & YOUNG INVESTMENT ADVISERS LLP
January 9, 2018 - March 26, 2019
EAGLE STRATEGIES LLC
April 18, 2016 - March 26, 2019
NYLIFE SECURITIES LLC
May 14, 2008 - February 13, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 11, 2008 - February 13, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 29, 2005 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
September 29, 2005 - March 3, 2008
MSI FINANCIAL SERVICES, INC.
January 17, 2000 - September 19, 2005
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/28/2022)
(3/22/2022)
(3/23/2022)
(3/22/2022)
(2/15/2022)
(3/24/2022)
(2/15/2022)
(4/8/2022)
(3/23/2022)
(2/15/2022)
(2/15/2022)
(3/24/2022)
(2/15/2022)
(4/7/2022)
(2/22/2022)
(2/17/2022)
(2/15/2022)
(3/23/2022)
(4/7/2022)
(2/15/2022)
(2/15/2022)
(2/15/2022)
(2/16/2022)
(3/24/2022)
(3/21/2022)
(2/14/2022)
(2/15/2022)
(3/22/2022)
(4/7/2022)
(4/8/2022)
(3/22/2022)
(3/21/2022)
(3/21/2022)
(3/31/2025)
(2/15/2022)
(4/7/2022)
(2/14/2022)
(3/23/2022)
(2/15/2022)
(2/15/2022)
(2/22/2022)
(3/22/2022)
(4/7/2022)
(4/7/2022)
(3/21/2022)
(2/16/2022)
(3/31/2025)
(2/15/2022)
(3/22/2022)
(2/14/2022)
(3/23/2022)
(3/21/2022)
(2/14/2022)
(4/14/2022)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
