Zhen Rong Yu (CRD# 6819916) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temple City, CA and has over 6 years of experience in the finance industry.
CRD# 5619105
Ubs Financial Services Inc.
CRD# 2505282
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6164184
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Beverly Hills, CA | Jan 2018 - Current | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills, CA | Jun 2017 - Current | 7 |
| Bank Of America, N.a. | Alhambra, CA | Sep 2014 - Jun 2017 | 2 |
| Extended Travel | Los Angeles, CA | Sep 2014 - Sep 2014 | < 1 |
| New Century Bmw | Alhambra, CA | Jun 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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