DA
Danny Anthony Yu
CRD 4549121
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Hillcrest Wealth Advisors Ny, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Hillcrest Wealth Advisors Ny, Llc
Chief Executive Officer, Chief Compliance Officer · 75% or more · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗