Amy Yong, financial advisor Chicago IL

Amy Yong

CRD Number: 4847859
Current Firm: Ariel Investments, LLC

Amy Yong (CRD# 4847859) is an Investment Advisor Representative working at Ariel Investments, LLC in Chicago, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Ariel Distributors, LLC Chicago, IL Jun 2019 - Current 1
Ariel Investments, LLC Chicago, IL Jun 2019 - Current 1
Macquarie Capital (usa) Inc. New York, NY Jun 2008 - May 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2006
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Amy Yong
Phone Number: 312-726-0140
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    13,217
    MILLIONS
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $69,931,845
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
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, VT, WA, WI, WV, WY

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