Chien Yeh
Chien Yeh is a registered investment advisor at Eagle Strategies LLC, based in Roseville, CA, with 21 years of industry experience. Chien operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
2999 Douglas Blvd, Suite 300, Roseville, CA, 95661-3839
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2019Employment Separation After Allegations
February 2011Criminal
April 1998Other Business ActivitiesSells Insurance
Chien is a partner in an insurance and financial services business since 2014, dedicating about a quarter of his time to it. He also operates under the DBA name of Caduceus Financial & Insurance Services, selling New York Life products and brokering non-registered insurance products.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations20 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.