Zhou Yu (CRD# 7803970) is an Investment Advisor Representative working at Forward Horizon Investment in Millbrae, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forward Horizon Investment LLC | Millbrae, CA | Aug 2023 - Current | < 1 |
| Self-employed | Millbrae, CA | Nov 2022 - Current | 1 |
| Grow Therapy | New York City, NY | Feb 2022 - Nov 2022 | < 1 |
| Signalfire | San Francisco, CA | Mar 2018 - Jan 2022 | 3 |
| Stitch Fix | San Francisco, CA | Nov 2014 - Mar 2018 | 3 |
| Google, Inc. | Mountain View, CA | Feb 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$125,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA
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