Brandon Yee, financial advisor South Pasadena CA

Brandon Yee

CRD Number: 6641712
Current Firm: Cetera Investment Advisers LLC

Brandon Yee (CRD# 6641712) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in South Pasadena, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
First Allied Advisory Services Schaumburg, IL Nov 2020 - Current 1
First Allied Securities, Inc. San Diego, CA Apr 2016 - Current 5
First Allied Advisory Services, Inc. San Diego, CA Apr 2019 - Nov 2020 1
San Marino High School San Marino, CA Jul 2015 - Nov 2016 1
San Gabriel Elite Glendale, CA Dec 2010 - Jul 2016 5
Pasadena City College Pasadena, CA Feb 2010 - Dec 2014 4
New Moon Restruant San Marino, CA May 2013 - Aug 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2019
Contact Info for Brandon L. Yee
Phone Number: 888-528-2987
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    28,326
    MILLIONS
  • Total Number of Accounts
    129,758
    ACCOUNTS
  • Average Account Value
    $218,298
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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