Yu hong Hu
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Bank of America, N.A.Oct 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- UnemployedOct 2023 to Sep 2024
- Bank of America N.A.Sep 2019 to Oct 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2019 to Oct 2023
- UnemployedFeb 2019 to Jul 2019
- Edward JonesOct 2018 to Feb 2019
- Increase Family OfficeMar 2018 to Mar 2018
- UnemployedDec 2017 to Oct 2018
- Bi Sheng Private Visa and Business Consultation Service LLC.Sep 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3132362
- Firm CRD
- 7691