Steven Yeh is a registered investment advisor, based in Amherst, NY, with 34 years of industry experience.
Location
1408 Sweet Home Road, Ste. 6, Amherst, NY, 14228
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is involved in several business activities, including real estate ownership, insurance/benefits, tax services as an attorney, and serving as a board member for a volunteer organization. He also works as an advisory representative of a registered investment advisor (RIA) and is the founder of SY Associates, dedicating nearly full-time hours to these investment-related activities.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
The Investment Center, INC.Broker
Ic Advisory Services, INC.
Invest Financial Corporation
Invest Financial CorporationBroker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Jefferson Pilot Securities CorporationBroker
Jefferson Pilot Securities CorporationBroker
Signator Investors, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations11 states
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