Yao Lu
Investment adviser representative at Transglobal Advisory, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$58.3MFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Transglobal Advisory, LLCMar 2022 to now
- Golden Star Inc.Sep 2020 to now
- Transglobal Retirement Services Inc.Sep 2020 to now
- Transglobal Insurance Agency, Inc.Aug 2019 to now
- Jiangsu Rein Technology CorporationMar 2012 to Aug 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Transglobal Advisory, LLC
$58.3MAssets managed
193Clients
31Advisers
2 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
- 7515178
- Firm CRD
- 168709