Ingrid Shang-ying Yeh
Investment adviser representative at Destination Wealth Management
10 yearsExperience
1 stateRegistered in
$4.9BFirm assets
29 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
10 years in the industry.
- Destination Wealth ManagementApr 2025 to now
- UnemployedOct 2024 to Apr 2025
- Kestra Advisory Services, LLCJun 2024 to Oct 2024
- Mariner Wealth AdvisorsDec 2022 to Jun 2024
- Hayes Financial, Inc.Jan 2022 to Dec 2022
- UnemployedJun 2020 to Dec 2021
- University of California - Los AngelesSep 2018 to Jun 2020
- De Anza CollegeSep 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Destination Wealth Management
$4.9BAssets managed
2,299Clients
37Advisers
29 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
- 7522569
- Firm CRD
- 110365