Qing YangCRD Number: 5795370
Current Firm: O'brien Wealth Partners LLC
Qing Yang (CRD# 5795370) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Boston, MA and has over 9 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|O'brien Wealth Partners LLC||Boston, MA||Feb 2019 - Current||3|
|Wells Fargo Clearing Services, LLC||Boston, MA||Nov 2016 - Feb 2019||2|
|Wells Fargo Advisors LLC||Boston, MA||Feb 2014 - Nov 2016||2|
|Morgan Stanley||Albuquerque, NM||Sep 2011 - Dec 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management948MILLIONS
Total Number of Accounts1,871ACCOUNTS
Average Account Value$506,775
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, CT, DC, FL, MA, ME, NC, NH, NM, NY, OH, PA, RI, TX, VA, VT
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