STEPHEN YU is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with THE BALDWIN GROUP WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS, LLC | 2021-03-12 | present | Yes |
| BURNHAM GIBSON WEALTH ADVISORS, INC. | 2018-05-09 | 2021-03-12 | — |
| LUMEN FUNDS | 2009-03-25 | 2017-04-07 | — |
| TARBOX FAMILY OFFICE, INC. | 2007-03-12 | 2008-10-15 | — |