Stanley Yeung, financial advisor San Francisco CA

Stanley Yeung

CRD Number: 7433853
Current Firm: Blue Water Macro

Stanley Yeung (CRD# 7433853) is an Investment Advisor Representative working at Blue Water Macro in San Francisco, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Blue Water Macro San Francisco, CA Jun 2021 - Current < 1
Informa San Francisco, CA Mar 2017 - Jun 2021 4
Trimtabs Investment Research San Francisco, CA Apr 2015 - Mar 2017 1
Nyu New York City, NY Sep 2013 - May 2015 1
Topeka Capital Markets New York City, NY Jan 2011 - Aug 2013 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2021
Contact Info for Stanley Yeung
Phone Number: 415-779-5001
Registered State(s):
  • CA
Current Firm Details
Blue Water Macro
Firm's CRD Number: 314413
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $200,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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