Joseph
Yi
Aegis Capital Corp
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About this Advisor
Joseph Yi is a financial advisor based in Melville, New York, working with Aegis Capital Corp. Joseph has previously held positions at Raymond James & Associates, Inc, Investment Professionals Inc, Massachusetts Mutual Life Insurance Co, Mml Investors Services, LLC, Apogee Financial Partners, Equity Services, Inc, and Aegis Capital Corp. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Joseph is part of Aegis Capital Corp, which operates out of Melville, New York. The firm has 20 offices and 257 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Aegis Capital Corp includes asset-based and hourly fees.
Certifications and Registrations
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Fee Structure
Office Location
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Aegis Capital Corp Brokerage Details
$1,282,090,691
257
2,479
$517,181
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Joseph Yi Work History
Aegis Capital Corp
Apogee Financial Partners
Equity Services, Inc
Massachusetts Mutual Life Insurance Co
Mml Investors Services, LLC
Investment Professionals Inc
Raymond James & Associates, Inc
Disclosures
Please visit the SEC profile of Joseph Yi 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 Aegis Capital Corp
New York, NY
Hillsdale, NJ
Northbrook, IL
New York, NY
Melville, NY
Melville, NY
New York, NY
New York, NY
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