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Susan Fung Yee

LAVIEN ADVISORS, LLC·JEFFERSONVILLE, New York
Clean recordLAVIEN ADVISORS, LLC
4919 STATE ROUTE 52, JEFFERSONVILLE, NY 12748CRD# 7051502Firm CRD# 292378

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Fung Yee · JEFFERSONVILLE, NY
Registration
CRD #7051502 · LAVIEN ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Susan Fung Yee is a registered financial advisor based in JEFFERSONVILLE, New York, affiliated with LAVIEN ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
LAVIEN ADVISORS, LLC
LAVIEN ADVISORS, LLC
AUM
$271M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at LAVIEN ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7051502
Firm CRD# 292378
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Fung Yee offer?
Susan Fung Yee specializes in Retirement Planning. Contact their office in JEFFERSONVILLE, New York for a consultation.
What are Susan Fung Yee's credentials?
Susan Fung Yee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Fung Yee located?
Susan Fung Yee is based in JEFFERSONVILLE, New York, working with LAVIEN ADVISORS, LLC. Their office serves clients in the JEFFERSONVILLE metropolitan area and surrounding communities.
How does Susan Fung Yee charge for services?
Susan Fung Yee's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAVIEN ADVISORS, LLC?
LAVIEN ADVISORS, LLC is a registered investment adviser with the SEC, managing $271M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at LAVIEN ADVISORS, LLC

Michael Anthony Huber
JEFFERSONVILLE, NY
Brian Gene Bytof
NEW YORK, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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