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Peter Y
Series 63, Series 65, Series 66
Foster City, CA
Tranquil Asset Management LLC
Peter Yiu is a financial advisor with Tranquil Asset Management LLC in Foster City, CA, holding Series 63, 65, and 66 licenses and 24 years of industry experience. His prior work history includes roles at Charles Schwab & Co., Inc., UBS Financial Services, and Fidelity. Tranquil Asset Management LLC provides portfolio management primarily to high-net-worth individuals, developing customized Investment Policy Statements and monitoring diverse asset classes. The firm uses a combination of analytical methods and trading strategies, focusing on a small number of clients with concentrated assets.
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