Yang
Li
Deutsche Bank Securities Inc
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About this Advisor
Yang Li is a financial advisor who works in New York, New York, with 1 year of relevant experience. Li currently works for Deutsche Bank Securities Inc. During their career, the advisor has held roles at Jpmorgan Securities LLC, Jpmorgan Chase Bank, Oppenheimer Multifamily Housing And Healthcare Finance, Drexel University, China Citic International Trading Inc, Citigroup, Claraphi Advisory Network, LLC, Claraphi Advisory Network and Deutsche Bank Trust Company Americas (Affiliate Of Dbsi). Li maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can work in New York. Deutsche Bank Securities Inc is a registered investment company that has its headquarters in New York, NY. The company has a total of 1,585 employees. It controls $21 million in assets across its 15 customer accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Of its 15 accounts, 47% belong to high-net-worth individuals who have more than $1 million in assets. Deutsche Bank Securities Inc provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and security rating services. Financial advisory fee schedules largely are based on which service is provided. Fee types billed by Deutsche Bank Securities Inc may include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Deutsche Bank Securities Inc Brokerage Details
$21,348,952
1,585
15
$1,423,263
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
Yang Li Work History
Yang has been registered as a financial advisor for 1 years.*
Deutsche Bank Trust Company Americas (Affiliate Of Dbsi)
Claraphi Advisory Network
Claraphi Advisory Network, LLC
Citigroup
Jpmorgan Chase Bank
Jpmorgan Securities LLC
China Citic International Trading Inc
Drexel University
Oppenheimer Multifamily Housing And Healthcare Finance
*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 Yang Li 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 Deutsche Bank Securities Inc
Los Angeles, CA
New York, NY
New York, NY
Jacksonville, FL
New York, NY
New York, NY
New York, NY
New York, NY
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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