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Brian J Yu

Chief Compliance OfficerFiducient Advisors LLCCRD 5325544

About Brian J Yu

Brian J Yu is listed as Chief Compliance Officer at Fiducient Advisors LLC in Chicago, IL. Form ADV reports a beneficial ownership band of Under 5%. Brian J Yu is associated with 6 registered advisers.

Reported ownership

Owns Under 5% of Fiducient Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brian J Yu work?

Brian J Yu is listed as Chief Compliance Officer at Fiducient Advisors LLC on SEC Form ADV.

How much of Fiducient Advisors LLC does Brian J Yu own?

Form ADV reports a beneficial ownership band of Under 5%.

Fiducient Advisors LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2026

Axia Advisory, LLC

TitleCompliance
OwnershipUnder 5%
Control personYes
Since2026

Sellwood Investment Partners LLC

TitleCompliance
OwnershipUnder 5%
Control personYes
Since2026

Wealthspire Retirement, LLC

TitleChief Compliance Officer - Wealthspire Retirement
OwnershipUnder 5%
Control personYes
Since2025

Sst Benefits Consulting & Insurance Services, LLC

TitleChief Compliance Officer - Wealthspire Retirement
OwnershipUnder 5%
Control personYes
Since2025

Fiduciary First, LLC

TitleChief Compliance Officer - Wealthspire Retirement
OwnershipUnder 5%
Control personYes
Since2025