David Chuwei Yu

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2012 → 01/2017
  Edward Jones
  Ann Arbor, MI
• 01/2017 → Present
  Raymond James Financial Services, Inc.
  Stevensville, MI
• 02/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Stevensville, MI
• 11/2017 → 12/2023
  Arcadia Capital Stevensville
  Stevensville, MI

Previous Registrations

• 2013-01-08 → 2017-01-09
  Edward Jones
  St Louis, MO
  Saline, MI
  Ann Arbor, MI

Other Businesses

(1)Name of Business: Arcadia Capital Address: 510 W. 17th Street, Holland, MI, 49423, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/30/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: 35% Owner with Gautam Muthusamy at 65% ownership. (2)Name of Business: Yusum Ventures LLC Address: 1896 Stoneridge Drive, Saline, MI, 48176, United States Activity Type: Rental Real Estate Position/Title: Officer - CEO Investment Related: Yes Start Date: 12/29/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of the house using this LLC to capture all revenue and expenses associated with this rental house

Exams

• S66 Uniform Combined State Law Examination
  2012-12-20

Other Names

• David Chuwei Yu