Toyken YeeCRD 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.
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|Hudson Portfolio Management LLC||Garrison, NY||Feb 2002 - Current||15|
Total Assets Under Management101MILLIONS
Total Number of Accounts251ACCOUNTS
Average Account Value$400,797
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
NH, NJ, NY, TX