Yali Qin
Investment adviser representative at Focus Partners Wealth, LLC
10 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Focus Partners Wealth, LLCApr 2025 to now
- The Colony Group, LLCDec 2024 to now
- UnemployedSep 2024 to Nov 2024
- Morgan StanleySep 2023 to Aug 2024
- E*trade Securities LLCAug 2022 to Aug 2024
- Arizona State UniversityAug 2020 to Jul 2022
- NoneNov 2019 to Jul 2020
- Mee Sum PastryMay 2019 to Nov 2019
- Seattle Central Community CollegeSep 2017 to Mar 2019
- NoneSep 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 7592818
- Firm CRD
- 159289