Yuequan Wan
Investment adviser representative at Managed Account Advisors LLC
11 yearsExperience
1 stateRegistered in
$995BFirm assets
19 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.
- Portfolio management
Experience
11 years in the industry.
- Managed Account Advisors LLCDec 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2015 to Nov 2022
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Managed Account Advisors LLC
$995BAssets managed
1,446,258Clients
26Advisers
19 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
- 6504919
- Firm CRD
- 142558