Claim Profile
YC

Yingyong Chen

DUALITAS CAPITAL MANAGEMENT LLC·HARTSDALE, New York
Unclaimed Profile
221 E HARTSDALE AVENUE, HARTSDALE, NY 10530CRD# 5721587Firm CRD# 322597
01

About

Yingyong Chen is a registered financial advisor based in HARTSDALE, New York, affiliated with DUALITAS CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DUALITAS CAPITAL MANAGEMENT LLC
DUALITAS
AUM
Regulatory assets under management
Employees
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: EXPENSE PAYMENT
Regulatory
SEC/IARD CRD# 5721587
Firm CRD# 322597
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HARTSDALE?

Browse all registered financial advisors in HARTSDALE, New York or claim this profile if it's yours.

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 Yingyong Chen offer?
Yingyong Chen specializes in Retirement Planning. Contact their office in HARTSDALE, New York for a consultation.
What are Yingyong Chen's credentials?
Yingyong Chen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Yingyong Chen located?
Yingyong Chen is based in HARTSDALE, New York, working with DUALITAS CAPITAL MANAGEMENT LLC. Their office serves clients in the HARTSDALE metropolitan area and surrounding communities.
How does Yingyong Chen charge for services?
Yingyong Chen's firm is compensated through percentage of aum, performance-based fees, other: expense payment. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUALITAS CAPITAL MANAGEMENT LLC?
DUALITAS CAPITAL MANAGEMENT LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty