Crystal Wan Yip
Investment adviser representative at Florida Financial Advisors, LLC
11 yearsExperience
2 statesRegistered in
$456.1MFirm assets
3 yearsFirm in business
Are you Crystal Wan Yip? 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Trinity Wealth Securities, LLCOct 2025 to now
- Florida Financial Advisors, LLCAug 2025 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsAug 2025 to now
- City of StocktonSep 2024 to Jun 2025
- G3 EnterprisesJun 2024 to Sep 2024
- Cocoro BistroSep 2023 to Mar 2025
- In N Out BurgerAug 2019 to Jun 2025
- UnemployedJan 2015 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TN).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
3 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
- 8145352
- Firm CRD
- 288811