Kevin Yiping Yu
Investment adviser representative at Yunistone Investment Group, LLC
17 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$119.5MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Yunistone Investment Group, LLCFeb 2009 to now
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 1 state (IL).
Yunistone Investment Group, LLC
$119.5MAssets managed
14Clients
1Advisers
1 yearIn 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
- 5105717
- Firm CRD
- 149728