CHERI YU is an investment adviser representative (IAR) with state registration records since 2004, appearing at 9 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-01-23 | 2025-03-31 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2022-08-11 | 2023-05-03 | — |
| LPL FINANCIAL LLC | 2009-09-08 | 2022-08-15 | — |
| ASSOCIATED PLANNERS INVESTMENT ADVISORY INC | 2008-12-18 | 2009-10-01 | — |
| ASSOCIATED SECURITIES CORP. | 2008-12-18 | 2009-09-08 | — |
| STRATEGIC WEALTH ADVISORS GROUP | 2008-09-17 | 2009-12-11 | — |
| FSC SECURITIES CORPORATION | 2007-04-25 | 2008-12-31 | — |
| CITICORP INVESTMENT SERVICES | 2005-09-02 | 2007-04-03 | — |
| CITICORP INVESTMENT SERVICES | 2004-05-21 | 2005-04-25 | — |