Danny Anthony Yu

Employer firm

Hillcrest Wealth Advisors - Ny, LLC CRD 126818

$391M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 04/2018
  Eisneramper Wealth Advisors, Llc
  New York, NY
• 05/2018 → Present
  Hillcrest Wealth Advisors - Ny, Llc
  Hazlet, NJ

Previous Registrations

• 2005-09-30 → 2016-12-31
  Hillcrest Wealth Advisors - Ny, Llc
  New York, NY
  New York, NY
  New York, NY
• 2005-05-20 → 2005-09-14
  Kpmg Investment Advisors
  New York, NY
• 2002-06-12 → 2005-05-19
  Pricewaterhousecoopers Investment Advisers Llc
  Florham Park, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-28

Designations

• Certified Financial Planner