Ryan Yee
Ryan Yee is a registered investment advisor at Centaurus Financial, INC., based in San Jose, CA, with 8 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.
Fee Estimator
Location
1580 Oakland Road, Suite #C114, San Jose, CA, 95131
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2026Other Business Activities
Ryan is an investment adviser representative at True North Advisors since 2018. He also serves as Chief Financial Officer and Secretary/Treasurer for True North Financial and Insurance Services, Inc., dedicating about 10-20% of his time to processing income and expenses related to financial services.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
State Registrations10 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.
Exams
More Advisors
- Zhihui Huang, PFSCentaurus Financial, INC.
- James DaoangCentaurus Financial, INC.
- Marco AziziCentaurus Financial, INC.
- Luzaida Pietri, CFPAmeriprise Financial Services, LLC
- Parvin Manuchehri, CFPClarity Wealth Advisors
- Brian King, CFPDiversify Advisory Services, LLC