Toyken Yee, financial advisor Garrison NY
90 score

Toyken Yee

CRD Number: 5437888
Current Firm: Hudson Portfolio Management LLC

Toyken Yee (CRD# 5437888) is an Investment Advisor Representative working at Hudson Portfolio Management LLC in Garrison, NY and has 1 year of experience in the finance industry. Toyken Yee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Nat Prentice, financial advisor Garrison NY
Nat Prentice
CRD# 832532
Altium Wealth Management LLC
Similar Advisors
Daniel Crimmins, financial advisor Garrison NY
Daniel P. Crimmins
CRD# 4632134
Crimmins Wealth Management, LLC
Similar Advisors
Peter Scholtz, financial advisor Garrison NY
Peter D. Scholtz
CRD# 873183
Scholtz & Co
Professional Designations
Company Name Location Dates Years
Hudson Portfolio Management LLC Garrison, NY Feb 2002 - Current 14

Toyken Yee has no recent exams reported.
Contact Info for Toyken Yee
Phone Number: 845-424-4567
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.