Sang Chang Yi
Investment adviser representative at Stonex Advisors Inc.
18 yearsExperience
1 stateRegistered in
$5.1BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Stonex Advisors Inc.Dec 2019 to now
- Stonex Securities Inc.Dec 2019 to now
- Realty Mark First ChoiceSep 2012 to now
- Quest Capital Strategies, Inc.Jan 2008 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Stonex Advisors Inc.
$5.1BAssets managed
9,843Clients
224Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2632067
- Firm CRD
- 174182