Unclaimed Profile

Sean Yijung Yao

CASSADY WEALTH & RETIREMENT PLANNING L.L.C.·HENDERSON, Nevada

Clean recordCASSADY WEALTH & RETIREMENT PLANNING L.L.C.

2400 W HORIZON RIDGE PKWY, HENDERSON, NV 89052CRD# 5002048Firm CRD# 309710

Profile Verification

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

Identity

Sean Yijung Yao · HENDERSON, NV

Registration

CRD #5002048 · CASSADY WEALTH & RETIREMENT PLANNING L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sean Yijung Yao is a registered financial advisor based in HENDERSON, Nevada, affiliated with CASSADY WEALTH & RETIREMENT PLANNING L.L.C.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CASSADY WEALTH & RETIREMENT PLANNING L.L.C.

AUM

$140M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CASSADY WEALTH & RETIREMENT PLANNING L.L.C. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5002048

Firm CRD# 309710

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sean Yijung Yao offer?

Sean Yijung Yao specializes in Financial Planning, Investment Management. Contact their office in HENDERSON, Nevada for a consultation.

What are Sean Yijung Yao's credentials?

Sean Yijung Yao is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sean Yijung Yao located?

Sean Yijung Yao is based in HENDERSON, Nevada, working with CASSADY WEALTH & RETIREMENT PLANNING L.L.C.. Their office serves clients in the HENDERSON metropolitan area and surrounding communities.

How does Sean Yijung Yao charge for services?

Sean Yijung Yao's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CASSADY WEALTH & RETIREMENT PLANNING L.L.C.?

CASSADY WEALTH & RETIREMENT PLANNING L.L.C. has approximately 6 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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