Benjamin Zai min Yeung
Investment adviser representative at Seaborn Financial, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$151.3MFirm assets
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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
17 years in the industry.
- Seaborn Financial, LLCSep 2024 to now
- Self - EmployedJan 2009 to now
- Fai Wealth ManagementJan 2018 to May 2020
- Fai Wealth ManagementApr 2014 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Seaborn Financial, LLC
$151.3MAssets managed
76Clients
3Advisers
1 yearIn 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
- 5701197
- Firm CRD
- 159073