Stephen Yu, financial advisor Irvine CA

Stephen Yu

CRD Number: 4635091
Current Firm: Burnham Gibson Wealth Advisors, LLC

Stephen Yu (CRD# 4635091) is an Investment Advisor Representative working at Burnham Gibson Wealth Advisors, LLC in Irvine, CA and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Burnham Gibson Wealth Advisors, LLC Irvine, CA Mar 2021 - Current 3
Equitable Advisors, LLC New York, NY Apr 2018 - Current 5
Burnham Gibson Wealth Advisors Irvine, CA May 2018 - Mar 2021 2
Axa Advisors, LLC New York, NY Apr 2018 - Jun 2020 2
Wealthwise Irvine, CA Jan 2016 - Apr 2018 2
Unemployed N. Tustin, CA May 2015 - Dec 2015 < 1
Miven Newport Beach, CA Sep 2009 - May 2015 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2002
S63 Uniform Securities State Law Examination Jun 2018
Contact Info for Stephen Y. Yu
Phone Number: 949-833-5700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,244
    MILLIONS
  • Total Number of Accounts
    1,180
    ACCOUNTS
  • Average Account Value
    $2,749,281
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, ID, TX, WA

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