Yinyi
Chen

Castle Group Investment Counsel, Inc

CRD#2086259
Investment Advisor
in Arcadia, CA
Are you Yinyi Chen? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Yinyi Chen is a financial advisor who works in Arcadia, California, who has 23 years of work experience. Chen is currently employed by Castle Group Investment Counsel, Inc. Their career trajectory has included roles at Fortune Securities, Inc and Castle Group Investment Counsel, Inc. Chen has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Castle Group Investment Counsel, Inc is a business that has its headquarters in Arcadia, California.

Certifications and Registrations

Series 63, Series 65

Years of Experience

23 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

Arcadia, CA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Castle Group Investment Counsel, Inc Brokerage Details

Total Number of Employees

2

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Yinyi Chen Work History

Yinyi has 23 years of experience.

2002 - Present (17 years)

Castle Group Investment Counsel, Inc

1995 - Present (24 years)

Fortune Securities, Inc

Disclosures

Yinyi Chen has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started