Chung-wei Yang (CRD# 7481457) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Seattle, WA and has 1 year of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 2538997
Robinswood Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Seattle, WA | Mar 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle, WA | Apr 2020 - Current | 3 |
| Seattle University | Seattle, WA | Sep 2018 - Feb 2020 | 1 |
| Umemployee | Seattle, WA | Feb 2017 - Aug 2018 | 1 |
| Darden Restaurant | Everett, WA | Mar 2013 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- TX
- WA
-
Total Assets Under Management1,093,689MILLIONS
-
Total Number of Accounts2,864,234ACCOUNTS
-
Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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