Stuart Ng, Cfp®
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Stuart Ng, Cfp® Email & Phone Number

Senior Vice President | Financial Advisor | Portfolio Manager at D.A. Davidson Companies
Location: Pasadena, California, United States 8 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
D.A. Davidson Companies
Role
Senior Vice President | Financial Advisor | Portfolio Manager
Location
Pasadena, California, United States
Company size
976 employees

Who is Stuart Ng, Cfp®? Overview

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Quick answer

Stuart Ng, Cfp® is listed as Senior Vice President | Financial Advisor | Portfolio Manager at D.A. Davidson Companies, a company with 976 employees, based in Pasadena, California, United States. AeroLeads shows a matched LinkedIn profile for Stuart Ng, Cfp®.

Stuart Ng, Cfp® previously worked as Executive Wealth Advisor at Partners Retirement & Wealth Management and Certified Financial Planner at Partners Retirement & Wealth Management. Stuart Ng, Cfp® holds Bachelor Of Science - Bs, Mechanical Engineering from Uc Santa Barbara.

Company email context

Email format at D.A. Davidson Companies

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D.A. Davidson Companies

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Profile bio

About Stuart Ng, Cfp®

Stuart Ng, Cfp® is a Senior Vice President | Financial Advisor | Portfolio Manager at D.A. Davidson Companies.

Current workplace

Stuart Ng, Cfp®'s current company

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D.A. Davidson Companies
D.A. Davidson Companies
Senior Vice President | Financial Advisor | Portfolio Manager
great falls, montana, united states
Website
davidsoncompanies.com
Employees
976
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Company profile
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8 roles

Stuart Ng, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Vice President | Financial Advisor | Portfolio Manager

Current
D.A. Davidson Companies

Pasadena, California, United States

Oct 2024 - Present

Executive Wealth Advisor

Partners Retirement & Wealth Management
Mar 2001 - Oct 2024

Certified Financial Planner

Partners Retirement & Wealth Management

Burbank, CA

Mar 2001 - Oct 2024

Certified Financial Planner

Kavesh & Gau

Encino, CA

May 2000 - Mar 2001

Financial Advisor

Penn Mutual

Sherman Oaks, CA

Apr 1995 - May 2000

Technical Sales Engineer

Denso

Long Beach, CA

Mar 1990 - Apr 1994

Sales Engineer

Soltec Corporation

San Fernando, CA

Jun 1988 - Jun 1989
Team & coworkers

Colleagues at D.A. Davidson Companies

Other employees you can reach at davidsoncompanies.com. View company contacts for 976 employees →

AH Adam Hayes Adam Hayes Colleague at D.A. Davidson Companies Lincoln, Nebraska, United States, United States View → JR Justin Roemer, Cfa Justin Roemer, Cfa Colleague at D.A. Davidson Companies North Palm Beach, Florida, United States, United States View → MO Mike Osweiler Mike Osweiler Colleague at D.A. Davidson Companies United States, United States View → JM Jack Mclaughlin Jack Mclaughlin Colleague at D.A. Davidson Companies Spokane, Washington, United States, United States View → BK Brendan Kerr Brendan Kerr Colleague at D.A. Davidson Companies Hood River, Oregon, United States, United States View → BR Bradley Rice, Cws® Bradley Rice, Cws® Colleague at D.A. Davidson Companies Lewiston, Idaho, United States, United States View → RS Robin Slater, Aif®, Cpfa® Robin Slater, Aif®, Cpfa® Colleague at D.A. Davidson Companies Richmond, Virginia, United States, United States View → FT Forrest Thein Forrest Thein Colleague at D.A. Davidson Companies Prescott, Arizona, United States, United States View → SN Shelley Neibauer Shelley Neibauer Colleague at D.A. Davidson Companies Bozeman, Montana, United States, United States View → JU Joe Ulrey Joe Ulrey Colleague at D.A. Davidson Companies Los Angeles Metropolitan Area, United States View →
1 education record

Stuart Ng, Cfp® education

FAQ

Frequently asked questions about Stuart Ng, Cfp®

Quick answers generated from the profile data available on this page.

What company does Stuart Ng, Cfp® work for?

Stuart Ng, Cfp® works for D.A. Davidson Companies.

What is Stuart Ng, Cfp®'s role at D.A. Davidson Companies?

Stuart Ng, Cfp® is listed as Senior Vice President | Financial Advisor | Portfolio Manager at D.A. Davidson Companies.

Where is Stuart Ng, Cfp® based?

Stuart Ng, Cfp® is based in Pasadena, California, United States while working with D.A. Davidson Companies.

What companies has Stuart Ng, Cfp® worked for?

Stuart Ng, Cfp® has worked for D.A. Davidson Companies, Partners Retirement & Wealth Management, Kavesh & Gau, Penn Mutual, and Emmett A. Larkin Company, Inc..

Who are Stuart Ng, Cfp®'s colleagues at D.A. Davidson Companies?

Stuart Ng, Cfp®'s colleagues at D.A. Davidson Companies include Adam Hayes, Justin Roemer, Cfa, Mike Osweiler, Jack Mclaughlin, and Brendan Kerr.

How can I contact Stuart Ng, Cfp®?

You can use AeroLeads to view verified contact signals for Stuart Ng, Cfp® at D.A. Davidson Companies, including work email, phone, and LinkedIn data when available.

What schools did Stuart Ng, Cfp® attend?

Stuart Ng, Cfp® holds Bachelor Of Science - Bs, Mechanical Engineering from Uc Santa Barbara.

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