Unclaimed Profile

James Yeh

CITADEL ADVISORS LLC·CHICAGO, Illinois

Clean recordCITADEL ADVISORS LLC

ATTN: COMPLIANCE, CHICAGO, IL 60603CRD# 2433572Firm CRD# 148826

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Yeh · CHICAGO, IL

Registration

CRD #2433572 · CITADEL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Yeh is a registered financial advisor based in CHICAGO, Illinois, affiliated with CITADEL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CITADEL ADVISORS LLC

AUM

$397.0B

Regulatory assets under management

Employees

2932

Total firm employees

View all advisors at CITADEL ADVISORS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: REIMBURSEMENT OF EXPENSES

Regulatory

SEC/IARD CRD# 2433572

Firm CRD# 148826

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Yeh offer?

James Yeh specializes in Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.

What are James Yeh's credentials?

James Yeh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Yeh located?

James Yeh is based in CHICAGO, Illinois, working with CITADEL ADVISORS LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does James Yeh charge for services?

James Yeh's firm is compensated through percentage of aum, performance-based fees, other: reimbursement of expenses. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CITADEL ADVISORS LLC?

CITADEL ADVISORS LLC has approximately 2932 employees and manages $397.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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