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As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services
- Wealth Management
- Annuities
- Financial Planning
- Professional Portfolio Management
- Retirement Planning
- 529 Plans
- UGMA/UTMA
- Certificates of Deposit
- Education Planning
- Estate Planning
- Trust Services and Accounting
- Business Planning
- Qualified Retirement Plans
- Family Consulting
- Structured Products
- Cash Management
- Corporate Cash Management
- Fixed Income
- Asset Management
- Corporate Retirement Plans
- Corporations
- Private Banking
- 401k Rollovers
- Alternative Investments
- Defined Contribution Plans
- Endowments and Foundations
Education and Licensing
- M.A., International Relations, University of Chicago
Honors and Recognition
- Chairman's Club
- Ranked Top 1% Among All MSSB FAs in 2010
Sean Yu is licensed in the following state(s):
CA, FL, IA, NC, NV, NY, OH, OR, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
