Adviser and broker representative · Blackrock Financial Management, Inc.

Calvin Yu

CRD 6563470 · New York, NY

At a glance

Calvin Yu is an investment adviser representative with Blackrock Financial Management, Inc. in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Calvin’s SEC record dates to 2018, about 7 years ago. Calvin is also registered as a broker representative.

Current advisory firm

Blackrock Financial Management, Inc.Since November 2019New York, NY · $1.60T in regulatory assets

SEC adviser record

Registered since: 2018 (7 years)
Designations: None on file
Exams: Series 63, Series 65
Registered in: 2 states
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Calvin’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 1 firmLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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