Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Yi Guo, financial advisor Little Silver NJ
89 score

Yi Guo

CRD Number: 6246079
Current Firm: Buckman Advisory Group LLC

Yi Guo (CRD# 6246079) is an Investment Advisor Representative working at Buckman Advisory Group LLC in Little Silver, NJ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Warren Tech Warren, NJ Jan 2012 - Sep 2013 1
None Vancouver, Nov 2011 - Jan 2012 < 1
Univ Of Bc Vancouver, May 2006 - Nov 2011 5
High School Dalian, Feb 2002 - May 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Yi Guo
Phone Number: 732-530-0303
Registered State(s):
  • NJ
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)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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