Sherwood YuenCRD Number: 4438121
Current Firm: Vanguard Personalized Indexing Managment, LLC
Sherwood Yuen (CRD# 4438121) is an Investment Advisor Representative working at Vanguard Personalized Indexing Managment, LLC in Oakland, CA and has over 20 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Just Invest, LLC||Oakland, CA||May 2019 - Current||3|
|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|
|Callan Associates||San Francisco, CA||Jun 2011 - Feb 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
|S65||NASAA Investment Advisors Law Examination||Oct 2018|
Total Assets Under Management1,967MILLIONS
Total Number of Accounts635ACCOUNTS
Average Account Value$3,097,142
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, PA, TX
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