Yun-Yu Szu is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
| Firm | From | To | Current |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2025-04-14 | present | Yes |
| CUSO FINANCIAL SERVICES, L.P. | 2021-08-20 | 2025-04-04 | — |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2021-05-06 | 2021-09-08 | — |
| SORRENTO PACIFIC FINANCIAL, LLC | 2019-02-26 | 2021-04-19 | — |
| CUSO FINANCIAL SERVICES, L.P. | 2018-08-15 | 2021-04-19 | — |