Wing Yip
Wing Yip is a registered investment advisor at Park Avenue Securities LLC, based in Flushing, NY, with 23 years of industry experience. Wing operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
136-20 38th Avenue, Unit 8J, Flushing, NY, 11354
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2019Other Business Activities
Wing is involved in several businesses, including SWY Associates LLC (rental apartments), YIPS Property LLC (owner), JMCY & Company INC (inactive corp), and Griffin Distribution Partners. These activities require minimal time commitment and are investment-related.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Ing Financial Partners, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.Broker
Charles Schwab & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.