• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
XUEFEI YU
Fei Yu
CRD#: 7441061
IA
Investment Adviser
FISHER INVESTMENTSCRD#: 107342 13100 Skyline Boulevard
Woodside, CA 94062
Registration History
202120222023202420252026IAFISHER INVESTMENTS (CRD# 107342)2021 - Present (3 years)
License(s)

State Registrations

IA
California 10/9/2021

IA
Texas 9/19/2023

Current Registration(s)
IA
FISHER INVESTMENTS (CRD#:107342)
13100 Skyline Boulevard, Woodside, CA 94062
Registered with this firm since 10/9/2021

For additional information about investment advisers or broker-dealers, please visit
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.