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Yanlin Yu

9 Years of Experience
Burlingame, CA
Broker

Yanlin Yu is a registered investment advisor at Morgan Stanley, based in Burlingame, CA, with 9 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

216 Lorton Avenue, Suite 200, Burlingame, CA, 94010

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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

Yanlin provides in-home senior services and spends about a quarter of their time on this. Yanlin also owns multiple rental properties in San Francisco and Honolulu, dedicating minimal time to their management.

Employment History
Current Registrations
Morgan Stanley
November 2021 - Present · 4 yrs 6 mos
Morgan Stanley
November 2021 - Present · 4 yrs 6 mos
Morgan StanleyBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Citigroup Global Markets INC.
May 2019 - November 2021 · 2 yrs 6 mos
Citigroup Global Markets INC.Broker
October 2016 - November 2021 · 5 yrs 1 mo
State Registrations17 states
AKAZCACOCTDEFLHIMINJNVNYOHORPATXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Yanlin Yu - Financial Advisor | TrueAdvisor