EY
Edmond B. Yiu
YIU ADVISORS
Da;y City, CA
CRD#: 7073137
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EY
Edmond Ben YiuYIU ADVISORS
Professional summary
Edmond Ben Yiu is a registered financial advisor currently at YIU ADVISORS, LLC located in Da;y City, California.
Edmond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Edmond has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
CRS (Client Relationship Summary) - RIA
Click below to view Edmond Ben Yiu's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 5, 2026 - Present
YIU ADVISORS, LLC
RIA
CRD#: 342347
Da;y City, CA
Past
May 16, 2019 - July 8, 2021
INVESTWISE, INC.
RIA
CRD#: 300754
San Mateo, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(6/5/2026)
Exams
Current Firm
YA
YIU ADVISORS, LLC
YIU ADVISORS, LLC
CRD#: 342347 / SEC#:
California
Registered Investment Advisory firm - (6/5/2026 Approved)Loading...
Contact information
Main Address
Daly City, CA
Mailing Address
Phone number
(485) 886-7168
Established
Firm type
Fiscal year end
# of Employees
2
0
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
