Meng Yuan
Investment adviser representative at American Fundstars
11 yearsExperience
1 stateRegistered in
$332.7MFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- American FundstarsMar 2022 to now
- American Fundstars Financial Group LLCMar 2022 to now
- Intelliscope Wealth Management CorpApr 2020 to now
- Transglobal Holding CompanySep 2019 to now
- World Financial GroupDec 2016 to Sep 2019
- HomemakerSep 2015 to Nov 2016
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
American Fundstars
Legal name: American Fundstars Financial Group LLC
$332.7MAssets managed
463Clients
15Advisers
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
- 7513437
- Firm CRD
- 315860