Yidan
Zheng
Millennial Advisers, LLC
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About this Advisor
Yidan Zheng is a financial advisor operating in New York, New York with a total of 2 years of relevant experience. Zheng is currently employed by Millennial Advisers, LLC. Throughout their career, Zheng has worked at Allied Millennial Partners, Alpha Capital, St John'S University, Beijing Xian Yan Technology and Millennial Advisers, LLC. Zheng has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in New York. Millennial Advisers, LLC is an advisory company based in New York, NY. The investment advisory business has offices in four locations and a total of 16 advisors. It oversees $29 million in assets under management across its 222 client accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its 222 customer accounts, just 3% are held by high-net-worth individuals who have more than $1 million in investable assets. The business offers portfolio management for individuals and small businesses. A financial advisor's fees are based on which services the firm provides the client. However, fee types billed by Millennial Advisers, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Millennial Advisers, LLC Brokerage Details
$28,753,479
16
222
$129,520
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Yidan Zheng Work History
Yidan has been registered as a financial advisor for 2 years.*
Allied Millennial Partners
Millennial Advisers, LLC
Alpha Capital
St John'S University
Beijing Xian Yan Technology
*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 Yidan Zheng 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 Millennial Advisers, LLC
Seattle, WA
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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