WS
Wei Shao
CONSONANCE WEALTH MANAGEMENT
Los Gatos, CA 95030
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CRD#: 6698023
WS
Professional summary
Wei Shao is a registered financial advisor currently at CONSONANCE WEALTH MANAGEMENT located in Los Gatos, California.
Wei is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Wei has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MS. WEI SHAO IS A LICENSED INSURANCE AGENT, LICENSED BY THE STATE OF CALIFORNIA TO SELL INSURANCE PRODUCTS TO INDIVIDUALS. ALL ACTIVITIES OF MS. SHAO AS AN INSURANCE AGENT ARE CONDUCTED AS A SOLE PROPRIETOR FROM 15559 UNION AVENUE, SUITE 300, LOS GATOS, CA 95032. MS. SHAO MAY AFFIILIATE WITH SPECIFIC INSURANCE COMPANIES AS AN APPOINTED AGENT OF THOSE COMPANIES. AT SUCH TIME, ANY AND ALL AFFILIATIONS WITH INSURANCE COMPANIES WILL BE DISCLOSED ON THE CONSONANCE WEALTH MANAGEMENT FORM ADV PART 2. SHE DEVOTES UP TO 10 HOURS PER WEEK AS AN INSURANCE AGENT, DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Wei Shao's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 26, 2016 - Present
CONSONANCE WEALTH MANAGEMENT
Office #1: 231 W. Main Street, Los Gatos, CA 95030RIA
CRD#: 285027
Los Gatos, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(10/26/2016)
Exams
Current Firm
CW
CONSONANCE WEALTH MANAGEMENT
CONSONANCE WEALTH MANAGEMENT | CONSONANCE WEALTH MANAGEMENT, LLC
CRD#: 285027 / SEC#:
California
Registered Investment Advisory firm - (10/26/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
231 W. Main Street, Los Gatos, CA 95030
Mailing Address
Phone number
(408) 827-8480
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 20 |
| AUM (Assets Under Management) | $ 10,451,146 |
Red Flags
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