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, with 4 years of relevant experience. Yang currently works for Marcado Asset Management LLC. Throughout their career, Yang has worked at Raymond James Financial Services, Inc, Maresh Yoshida 401K Group, My Group LLC, Raymond James Financial Services Advisors, Inc, Captrust Financial Advisors, Silicon Hills Wealth Management and Marcado Asset Management LLC. Yang holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Marcado Asset Management LLC is a registered investment business that has its headquarters in San Antonio, TX. The company has just three financial advisors. It handles $18 million in assets among its six accounts, placing it among the smaller firms in the country by assets under management. The firm offers pension consulting services. Fees for financial advice largely depend on which services the firm provides the client. However, fee types charged by Marcado Asset Management LLC most likely consist of hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

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

$18,000,000

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

3

TX Average: 49
Total Number of Accounts

6

TX Average: 2,315
Average Account Size

$3,000,000

TX Average: $1,314,358

Investment Advisory Services

  • Pension consulting services

Linda Yang Work History

Linda has been registered as a financial advisor for 4 years.*

2019 - Present (5 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

*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 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

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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