Yu Ming Chen

Employer firm

Mc Investments & Advisory LLC CRD 333853

$4.04M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 01/2021 → 04/2021
  Sk Accountancy Corp
  Alameda, CA
• 01/2014 → Present
  Mc Accountancy Cpa Inc
  Burlingame, CA
• 01/2023 → Present
  Ihss
  San Mateo, CA
• 10/2024 → Present
  Mc Investments & Advisory Llc
  Burlingame, CA

Other Businesses

Yu Ming Chen is an accountant, President, and owner of MC Accountancy CPA Inc. Yu Ming Chen is a caregiver to his mother through IHSS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-07

Other Names

• Ming Chen