Eric Yan
Investment adviser representative at Vista Capital Partners, Inc.
10 yearsExperience
1 stateRegistered in
$3.2BFirm assets
25 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Vista Capital Partners, Inc.Mar 2022 to now
- Cable Hill Partners, LLCJun 2018 to now
- Wells FargoJul 2017 to Jun 2018
- SabbaticalSep 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (OR).
Vista Capital Partners, Inc.
$3.2BAssets managed
667Clients
24Advisers
25 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
- 5073348
- Firm CRD
- 114913