Zupei Yu is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2026-01-07 | present | Yes |
| EDWARD D. JONES & CO., L.P. | 2023-10-24 | 2025-12-10 | — |
| TRANSGLOBAL ADVISORY, LLC | 2022-02-14 | 2023-09-11 | — |