Sylphiel Yip, financial advisor San Rafael CA

Sylphiel Yip

CRD Number: 6386103
Current Firm: Uplift Investing, Inc.

Sylphiel Yip (CRD# 6386103) is an Investment Advisor Representative working at Uplift Investing, Inc. in San Rafael, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Uplift Investing, Incc Kensington, CA Sep 2017 - Current 6
G.x.clarke/intl Fcstone New York, NY Nov 2010 - Jun 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2017
S65 NASAA Investment Advisors Law Examination Feb 2018
Contact Info for Sylphiel Yip
Phone Number: (800)9888912
Registered State(s):
  • CA
Current Firm Details
Uplift Investing, Inc.
Firm's CRD Number: 291364
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $130,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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