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Yuan Ma

PYTHAGOREAN TRADING, LLC·STAMFORD, Connecticut
SIE, Series 7, Series 24, Series 55, Series 63Clean recordPYTHAGOREAN TRADING, LLC
SIX LANDMARK SQUARE, STAMFORD, CT 06901CRD# 4575666Firm CRD# 300290

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Yuan Ma · STAMFORD, CT
Registration
CRD #4575666 · PYTHAGOREAN TRADING, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 55
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PYTHAGOREAN TRADING, LLC
CRD 300290 · SEC 801-116801
AUM
$673M
Regulatory assets under management
Employees
3
1 client accounts
Services offered by PYTHAGOREAN TRADING, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at PYTHAGOREAN TRADING, LLC →
Introduction

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Frequently Asked Questions

What services does Yuan Ma offer?
Yuan Ma specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are Yuan Ma's credentials?
Yuan Ma is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Yuan Ma located?
Yuan Ma is based in STAMFORD, Connecticut, working with PYTHAGOREAN TRADING, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Yuan Ma charge for services?
Yuan Ma's firm is compensated through performance-based fees, other: certain expenses as described in item 5 of part 2a. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PYTHAGOREAN TRADING, LLC?
PYTHAGOREAN TRADING, LLC has approximately 3 employees and manages $673M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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