Yisen Cai
Investment adviser representative at Osaic Advisory Services, LLC
11 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$15.5BFirm 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Osaic Advisory Services, LLCAug 2021 to now
- Triad Hybrid SolutionsAug 2021 to now
- Mercer Global Advisors Inc.Oct 2017 to Aug 2021
- Barnwell Consulting LLCAug 2015 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 5 states (CA, GA, OK, SC, TX).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 6057189
- Firm CRD
- 171070