Christopher YuanCRD Number: 6118308
Current Firm: Voya Investment Management Company LLC
Christopher Yuan (CRD# 6118308) is an Investment Advisor Representative working at Voya Investment Management Company LLC in Windsor, CT and has over 3 years of experience in the finance industry.
Barron Financial Group, LLP
Garrett Investment Advisors, LLC
|Voya Investment Management||Windsor, CT||Aug 2015 - Current||2|
|Voya Investments Distributor, LLC||Windsor, CT||Aug 2015 - Current||2|
|Voya Investment Management Company LLC||New York, NY||Aug 2015 - Current||2|
|Unemployed||Suffield, CT||Feb 2015 - Aug 2015||< 1|
|Fidelity Investments||Merrimack, NH||Jan 2014 - Feb 2015||1|
|Unemployed||Suffield, CT||Feb 2013 - Jan 2014||< 1|
|Lockton Companies, LLC||Washington, DC||Aug 2012 - Feb 2013||< 1|
|Bentley University||Waltham, MA||Sep 2008 - May 2012||3|
|Allianz||New York, NY||Jun 2011 - Aug 2011||< 1|
|Brattleboro Retreat Healthcare||Brattleboro, VT||Jun 2009 - Aug 2009||< 1|
|Suffield Academy||Suffield, CT||Sep 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
|S63||Uniform Securities State Law Examination||Feb 2014|
Total Assets Under Management87,142MILLIONS
Total Number of Accounts2,322ACCOUNTS
Average Account Value$37,529,048
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.