Ye Yao
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
15 yearsExperience
3 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Ye Yao? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Bank of America, N.AJan 2020 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to now
- The Phyo Nyi Nyi Kyaw Memorial FoundationAug 2012 to now
- Bank of AmericaNov 2018 to Nov 2019
- Vbikes TechnologyJan 2017 to Jan 2018
- Mit China ProgramSep 2011 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (HI, TX, WA).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7207866
- Firm CRD
- 7691