AdvisorOS Directory
Claim Profile
SY

Sean Yijung Yao

CASSADY WEALTH & RETIREMENT PLANNING L.L.C.·HENDERSON, Nevada
Unclaimed Profile
2400 W HORIZON RIDGE PKWY, HENDERSON, NV 89052CRD# 5002048Firm CRD# 309710
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CASSADY WEALTH & RETIREMENT PLANNING L.L.C.
CASSADY WEALTH & RETIREMENT PLANNING L.L.C.
AUM
$140M
Regulatory assets under management
Employees
6
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5002048
Firm CRD# 309710
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HENDERSON?

Browse all registered financial advisors in HENDERSON, Nevada or claim this profile if it's yours.

Browse HENDERSON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HENDERSON
Frank Thomas Troise — SOHO FINANCIAL SERVICES LLCRonald Kay Leavitt — CAPSTONE CAPITAL LLCJeffrey Lynn Burr — CAPSTONE CAPITAL GROUP, INC.Kimberly Elizabeth Thomas — CAPSTONE CAPITAL GROUP, INC.Marion Miki Braswell — SOHO FINANCIAL SERVICES LLC
Nearby cities in Nevada
LAS VEGAS (195)RENO (129)INCLINE VILLAGE (26)SPARKS (7)CARSON CITY (6)
City Guides
LAS VEGAS GuideRENO GuideINCLINE VILLAGE GuideSPARKS GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile