CY
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Christine Yu

19 Years of Experience
Pasadena, CA
Broker

Christine Yu is a registered investment advisor at Morgan Stanley, based in Pasadena, CA, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

55 South Lake Avenue Pasadena Towers - Tower II, Suite 700, Pasadena, CA, 91101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christine is the CEO of Sean and Christine Yu Private Foundation, a non-profit organization. She is also a member of Hillcrest Investment LLC, a private investment company, focusing on business development and growth.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
June 2007 - June 2009 · 2 yrs
Citigroup Global Markets INC.Broker
June 2006 - May 2007 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2006 - February 2006 · 1 mo
State Registrations26 states
AZCACOCTDEFLGAHIILINMAMDMIMNMONCNDNJNVNYOHORTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.