Sherwood Yuen, financial advisor Oakland CA

Sherwood Yuen

CRD Number: 4438121
Current Firm: Vanguard Personalized Indexing Management

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.

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Company Name Location Dates Years
Just Invest, LLC Oakland, CA May 2019 - Current 5
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
Contact Info for Sherwood Yuen
Phone Number: 510-462-5230
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


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