Sean Yijung Yao
Investment adviser representative at Cassady Wealth & Retirement Planning L.L.C.
21 yearsExperience
2 statesRegistered in
$292.1MFirm assets
2 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Cassady Wealth & Retirement Planning L.L.C.Dec 2020 to now
- 7213 Madarang, LLCApr 2011 to now
- Gradient Securities, LLCJul 2010 to now
- Cassady Law OfficesJan 2005 to now
- Sole ProprietorJan 2005 to now
- Salt & Light, LLCJun 2014 to Jul 2026
- United HealthcareJan 2005 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
Cassady Wealth & Retirement Planning L.L.C.
$292.1MAssets managed
455Clients
5Advisers
2 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
- 5002048
- Firm CRD
- 309710