SY
Sean Yijung Yao
CRD 5002048
Firms
| Firm | Role | As of |
|---|---|---|
| Cassady Wealth & Retirement Planning L.L.C. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Cassady Wealth & Retirement Planning L.L.C.
Managing Member · 50% – 75% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗