Billy J.h. Yeh
Investment adviser representative at Clifford Swan Investment Counselors
18 yearsExperience
1 stateRegistered in
$4.5BFirm assets
27 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
Experience
18 years in the industry.
- Clifford Swan Investment CounselorsMay 2025 to now
- Steel Peak Wealth ManagementOct 2021 to Apr 2025
- Mid Atlantic Capital CorporationApr 2015 to Oct 2021
- Jsf Financial LLCJan 2008 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Clifford Swan Investment Counselors
Legal name: Clifford Swan Investment Counsel LLC
$4.5BAssets managed
970Clients
17Advisers
27 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
- 4763864
- Firm CRD
- 108033