Yu Yeung Li
Investment adviser representative at Ip Financial Advisory Services LLC
12 yearsExperience
2 statesRegistered in
$481.4MFirm assets
6 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Ip Financial Advisory Services LLCDec 2025 to now
- Innovation Partners LLCNov 2025 to now
- Taxmaster Financial Services Corp LLCJun 2025 to now
- B. Riley Wealth AdvisorsApr 2024 to Jun 2025
- B. Riley Wealth ManagementOct 2023 to Jun 2025
- H&r BlockDec 2022 to Aug 2023
- Great Hill AdvisoryOct 2018 to Nov 2022
- M Holdings SecuritiesFeb 2017 to Sep 2018
- Chernoff DiamondAug 2014 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Ip Financial Advisory Services LLC
$481.4MAssets managed
2,001Clients
133Advisers
6 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
- 4810955
- Firm CRD
- 305772