Yisen
Cai
Osaic Advisory Services, LLC
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About this Advisor
Yisen Cai is a financial advisor based in Newport Beach, California, working with Osaic Advisory Services, LLC. Yisen has previously held positions at Advocacy Wealth Management LLC, Barnwell Consulting LLC, Mercer Global Advisors Inc, and Triad Hybrid Solutions. Yisen has passed the Series 63 regulatory exam and is registered to provide services in California, Georgia, Oklahoma, South Carolina, and Texas. Currently, Yisen is part of Osaic Advisory Services, LLC, which operates out of Newport Beach, California. The firm has 155 offices and 2,582 employees. The firm manages assets totaling $4.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Advisory Services, LLC Brokerage Details
$4,938,711,328
2,582
20,269
$243,658
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Yisen Cai Work History
Triad Hybrid Solutions
Mercer Global Advisors Inc
Barnwell Consulting LLC
Advocacy Wealth Management LLC
Disclosures
Please visit the SEC profile of Yisen Cai to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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