Linda
Yang

Marcado Asset Management LLC

CRD#5303907
Investment Advisor
in San Antonio, TX

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About this Advisor

Linda Yang is a financial advisor based in San Antonio, Texas, working with Marcado Asset Management LLC. Linda has previously held positions at Raymond James Financial Services, Inc, Maresh Yoshida 401K Group, My Group LLC, Captrust Financial Advisors, Silicon Hills Wealth Management, Marcado Asset Management LLC, and Raymond James Financial Services Advisors, Inc. Linda has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Linda is part of Marcado Asset Management LLC, which operates out of San Antonio, Texas. The firm has one office and three employees. The firm manages assets totaling $25.9 million and offers pension consulting services. The fee structure at Marcado Asset Management LLC includes hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Pension consulting services

Fee Structure

Hourly Charges, Fixed Fees, Others

Office Location

4940 Broadway Street Suite 217
San Antonio, TX 78209

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Marcado Asset Management LLC Brokerage Details

Total Assets Under Management

$25,900,000

TX Average: $3,042,739,679
Total Number of Employees

3

TX Average: 49
Total Number of Accounts

7

TX Average: 2,315
Average Account Size

$3,700,000

TX Average: $1,314,358

Investment Advisory Services

  • Pension consulting services

Linda Yang Work History

2019 - Present (6 years)

Marcado Asset Management LLC

2018 - 2019 (1 year)

Silicon Hills Wealth Management

2017 - 2017 (< 1 year)

Captrust Financial Advisors

2010 - 2016 (6 years)

Raymond James Financial Services, Inc

2010 - 2017 (7 years)

Maresh Yoshida 401K Group

2010 - 2017 (7 years)

My Group LLC

2010 - 2016 (6 years)

Raymond James Financial Services Advisors, Inc

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Disclosures

Please visit the SEC profile of Linda Yang 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 Marcado Asset Management LLC

Nathan Sharp
San Antonio, TX
Linda Yang
San Antonio, TX
Andrew Bronson
San Antonio, TX

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