Sherwood Yuen (CRD# 4438121) is an Investment Advisor Representative working at Vanguard Personalized Indexing Management in Oakland, CA and has over 21 years 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 |
|---|---|---|---|
| Just Invest, LLC | Oakland, CA | May 2019 - Current | 4 |
| Just Invest Systems Inc. | Oakland, CA | Jan 2018 - May 2019 | 1 |
| Independent Contractor | Oakland, CA | Sep 2016 - Jan 2018 | 1 |
| Msci | San Francisco, CA | Jul 2015 - Sep 2016 | 1 |
| Embee Mobile | San Francisco, CA | Jun 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2002 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- CA
-
Total Assets Under Management4,346MILLIONS
-
Total Number of Accounts1,752ACCOUNTS
-
Average Account Value$2,480,859
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, PA, TX
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