# CHERI YU

CHERI YU is an investment adviser representative (IAR) with state registration records since 2004, appearing at 9 firms. Currently registered with STRATEGIC ADVISERS LLC.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2024-01-23 | 2025-03-31 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2022-08-11 | 2023-05-03 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2009-09-08 | 2022-08-15 | — |
| [ASSOCIATED PLANNERS INVESTMENT ADVISORY INC](https://search.stillhousedata.com/firm/104790) | 2008-12-18 | 2009-10-01 | — |
| [ASSOCIATED SECURITIES CORP.](https://search.stillhousedata.com/firm/12969) | 2008-12-18 | 2009-09-08 | — |
| [STRATEGIC WEALTH ADVISORS GROUP](https://search.stillhousedata.com/firm/140977) | 2008-09-17 | 2009-12-11 | — |
| [FSC SECURITIES CORPORATION](https://search.stillhousedata.com/firm/7461) | 2007-04-25 | 2008-12-31 | — |
| [CITICORP INVESTMENT SERVICES](https://search.stillhousedata.com/firm/23988) | 2005-09-02 | 2007-04-03 | — |
| [CITICORP INVESTMENT SERVICES](https://search.stillhousedata.com/firm/23988) | 2004-05-21 | 2005-04-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2746335)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2746335.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.