Michael Byung-uk Ye
Investment adviser representative at New Insight Wealth Advisors
13 yearsExperience
1 stateRegistered in
$396.9MFirm assets
4 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 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
Experience
13 years in the industry.
- New Insight Wealth Advisors, Inc.Jan 2022 to now
- Ameriprise Financial Services, LLCAug 2018 to Jan 2022
- UnemployedMar 2018 to Jul 2018
- Gwanju Institute of Science and TechnologyMar 2013 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
New Insight Wealth Advisors
$396.9MAssets managed
375Clients
5Advisers
4 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
- 6998194
- Firm CRD
- 318083