Yutong Huang (CRD# 4945853) is an Investment Advisor Representative working at Td Private Client Wealth LLC in New York, NY and has over 14 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Bank N.a. | Brooklyn, NY | Oct 2021 - Current | 2 |
| Td Private Client Wealth LLC | Brooklyn, NY | Oct 2021 - Current | 2 |
| Unemployed | Brooklyn, NY | Feb 2021 - Oct 2021 | < 1 |
| Jp Morgan Chase Bank N.a. | Brooklyn, NY | Jan 2018 - Feb 2021 | 3 |
| Jp Morgan Securities, LLC | Brooklyn, NY | Jan 2018 - Feb 2021 | 3 |
| Unemployed | Brooklyn, NY | Jan 2017 - Jan 2018 | 1 |
| Scottrade, Inc. | Brooklyn, NY | Apr 2005 - Jan 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- CT
- NJ
- NY
-
Total Assets Under Management12,265MILLIONS
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Total Number of Accounts16,422ACCOUNTS
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Average Account Value$746,855
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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