Shiting Yu
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$660.5BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Ameriprise Financial Services, LLCApr 2026 to now
- RBC Capital Markets, LLCFeb 2023 to Mar 2026
- UnemploymentJan 2023 to Feb 2023
- Washington University In Saint LouisAug 2020 to Dec 2022
- UnemploymentFeb 2020 to Jul 2022
- Beijing Yuyi Technology Co., LtdJan 2019 to Dec 2019
- Icarlifestyle Car RentalJul 2018 to Dec 2019
- Pepperdine UniveristyAug 2017 to Jan 2020
- UnemploymentJun 2017 to Jul 2017
- Pomona Catholic High SchoolJan 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 7707355
- Firm CRD
- 6363