Danny Anthony Yu
CFP®Professional Summary
Danny Anthony Yu, CFP® is a registered financial advisor currently at EISNER RETIREMENT SOLUTIONS LLC located in Holmdel, New Jersey. Danny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Danny has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
EISNER RETIREMENT SOLUTIONS LLC | HILLCREST WEALTH ADVISORS - NY, LLC | EISNERAMPER WEALTH PLANNING LLC | EISNERAMPER WEALTH ADVISORS, LLC | EISNERAMPER WEALTH ADVISORS LLC | EISNER WEALTH PLANNING LLC
Contact Information
Main Address
101 Crawfords Corner Road Suite 4116, Holmdel, NJ 07733Phone Number
(732) 837-4455Established
New York since 03/03/2003Firm Type
Limited Liability CompanyFiscal Year End
January# of Employees
2SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
235AUM (Assets Under Management)
$390,721,478Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
EISNER RETIREMENT SOLUTIONS LLC | HILLCREST WEALTH ADVISORS - NY, LLC | EISNERAMPER WEALTH PLANNING LLC | EISNERAMPER WEALTH ADVISORS, LLC | EISNERAMPER WEALTH ADVISORS LLC | EISNER WEALTH PLANNING LLC
State Registrations and Notice Filings
(1/20/2017)
(5/10/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Danny Anthony Yu's CRS (Customer Relationship Summary).
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