Carissa Yen (CRD# 7675335) is an Investment Advisor Representative working at Summitry, LLC in Foster City, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summitry LLC | Foster City, CA | Apr 2022 - Current | 2 |
| Clarity Wealth Advisors LLC | San Jose, CA | Oct 2019 - Apr 2022 | 2 |
| Universitas Alma Ata/via | Yogyakarta, | Jun 2018 - Jul 2019 | 1 |
| Building Opportunities For Self Sufficiency | Berkeley, CA | Apr 2018 - Jun 2018 | < 1 |
| Unemployed | Santa Cruz, CA | Dec 2017 - Apr 2018 | < 1 |
| Ucsc Its | Santa Cruz, CA | Nov 2015 - Dec 2017 | 2 |
| University Of California, Santa Cruz | Santa Cruz, CA | Sep 2014 - Nov 2015 | 1 |
| Sushi Raku | Concord, CA | Jun 2014 - Sep 2014 | < 1 |
| California High School | San Ramon, CA | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- CA
-
Total Assets Under Management2,451MILLIONS
-
Total Number of Accounts1,301ACCOUNTS
-
Average Account Value$1,883,707
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, HI, ID, LA, MA, NC, NV, NY, OR, TN, TX, WA
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