Unclaimed Profile

Andrew Glenn College

ROEHL & YI INVESTMENT ADVISORS, LLC·EUGENE, Oregon

Series 65Clean record3 years registeredROEHL & YI INVESTMENT ADVISORS, LLC

450 COUNTRY CLUB ROAD, EUGENE, OR 97401CRD# 7710998Firm CRD# 109258

Profile Verification

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

Identity

Andrew Glenn College · EUGENE, OR

Registration

CRD #7710998 · ROEHL & YI INVESTMENT ADVISORS, LLC · 3 years registered

Brand Profile

Not yet started

Career History

ROEHL & YI INVESTMENT ADVISORS, LLC

May 2023 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 15, 2023

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROEHL & YI INVESTMENT ADVISORS, LLC

CRD 109258 · SEC 801-56145

AUM

$810M

Regulatory assets under management

Employees

1,631 client accounts

Services offered by ROEHL & YI INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ROEHL & YI INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Glenn College offer?

Andrew Glenn College specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EUGENE, Oregon for a consultation.

What are Andrew Glenn College's credentials?

Andrew Glenn College is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Glenn College located?

Andrew Glenn College is based in EUGENE, Oregon, working with ROEHL & YI INVESTMENT ADVISORS, LLC. Their office serves clients in the EUGENE metropolitan area and surrounding communities.

How does Andrew Glenn College charge for services?

Andrew Glenn College's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROEHL & YI INVESTMENT ADVISORS, LLC?

ROEHL & YI INVESTMENT ADVISORS, LLC has approximately 16 employees and manages $810M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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