Carissa
Yen
Summitry, LLC
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About this Advisor
Carissa Yen is a financial advisor based in San Mateo, California. Yen is an advisor for Summitry, LLC. Their career trajectory has included roles at Summitry LLC, Clarity Wealth Advisors LLC, Universitas Alma Ata/Via, Building Opportunities For Self Sufficiency, Ucsc Its, Sushi Raku, California High School and University Of California, Santa Cruz. Yen has a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in California. Summitry, LLC is a firm based in San Mateo, CA. It has $2 billion in assets among its 3,120 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 13 charitable organizations. Of its 3,120 client accounts, 60% are associated with high-net-worth investors who have at least $1 million in assets. Summitry, LLC provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. Financial advisory fees usually vary depending on which service is offered. Fees billed by Summitry, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summitry, LLC Brokerage Details
$1,988,683,899
35
3,120
$637,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Carissa Yen Work History
Carissa has been registered as a financial advisor for 0 years.*
Summitry LLC
Clarity Wealth Advisors LLC
Universitas Alma Ata/Via
Building Opportunities For Self Sufficiency
Ucsc Its
Sushi Raku
University Of California, Santa Cruz
California High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carissa Yen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summitry, LLC
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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