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 4 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
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