Yvonne Anh tu Darby
Investment adviser representative at Sherwood Financial Partners, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$293.8MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Sherwood Financial Partners, LLCMar 2021 to now
- FullscreenJul 2019 to Feb 2021
- FullscreenOct 2017 to Jun 2019
- McbeardJul 2016 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sherwood Financial Partners, LLC
$293.8MAssets managed
88Clients
3Advisers
4 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
- 7390024
- Firm CRD
- 301329