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Michael Yu

14 Years of Experience
Irvine, CA
Broker

Michael Yu is a registered investment advisor at Morgan Stanley, based in Irvine, CA, with 14 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

1901 Main Street, Suite 700, Irvine, CA, 92614

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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

Michael is an officer of Vice Apparel, a retail/online store, since May 2025. He spends about 10-20% of his time on administrative tasks after business hours.

Employment History
Current Registrations
Morgan Stanley
May 2019 - Present · 7 yrs 2 mos
Morgan StanleyBroker
May 2019 - Present · 7 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLC
May 2015 - May 2019 · 4 yrs
J.P. Morgan Securities LLCBroker
October 2012 - May 2019 · 6 yrs 7 mos
Chase Investment Services CORP.Broker
February 2012 - October 2012 · 8 mos
State Registrations11 states
CAFLMAMDMINCNVNYSCTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.