Xiuhua Xu
Professional summary
Xiuhua Xu, who also goes by Sylvia Xu, is a registered financial advisor currently at DESTINATION WEALTH MANAGEMENT located in Walnut Creek, California.
Xiuhua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Xiuhua has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Xiuhua Xu's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 7, 2026 - Present
DESTINATION WEALTH MANAGEMENT
Office #1: 1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597October 22, 2019 - March 31, 2026
BAKERAVENUE
April 18, 2016 - December 7, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 9, 2016 - December 7, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 15, 2012 - February 26, 2016
SCOTTRADE, INC.
Primary Firm SEC Registration
DESTINATION WEALTH MANAGEMENT
CRD#: 110365 / SEC#: 801-53077
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/7/2026)
Exams
Current Firm
DESTINATION WEALTH MANAGEMENT
CRD#: 110365 / SEC#: 801-53077
Contact information
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,732 |
| AUM (Assets Under Management) | $ 4,145,050,618 |
Red Flags
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Company Information
DESTINATION WEALTH MANAGEMENT
CRD#: 110365Walnut Creek, CA 94597TRUST BUT VERIFY
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