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Edward C Yu

MEREWETHER INVESTMENT MANAGEMENT, LP·DALLAS, Texas
Series 3, Series 7, Series 63Clean recordMEREWETHER INVESTMENT MANAGEMENT, LP
1900 N. PEARL ST, DALLAS, TX 75201CRD# 2514890Firm CRD# 293711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward C Yu · DALLAS, TX
Registration
CRD #2514890 · MEREWETHER INVESTMENT MANAGEMENT, LP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MEREWETHER INVESTMENT MANAGEMENT, LP
CRD 293711 · SEC 801-121789
AUM
$2.3B
Regulatory assets under management
Employees
13
13 client accounts
Services offered by MEREWETHER INVESTMENT MANAGEMENT, LP
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at MEREWETHER INVESTMENT MANAGEMENT, LP →
Introduction

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Frequently Asked Questions

What services does Edward C Yu offer?
Edward C Yu specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Edward C Yu's credentials?
Edward C Yu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward C Yu located?
Edward C Yu is based in DALLAS, Texas, working with MEREWETHER INVESTMENT MANAGEMENT, LP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Edward C Yu charge for services?
Edward C Yu's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEREWETHER INVESTMENT MANAGEMENT, LP?
MEREWETHER INVESTMENT MANAGEMENT, LP has approximately 13 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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