Jenny Ngo Ly
Investment adviser representative at Clean Yield Asset Management
11 yearsExperience
7 statesRegistered in
$571.2MFirm assets
39 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Clean Yield Asset ManagementMar 2023 to now
- Sandhill Investment ManagementJan 2019 to Mar 2023
- Cara Mia Pet ResortJun 2016 to Jan 2019
- University At BuffaloAug 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 7 states (CA, CO, MD, NH, NY, TX, VT).
Clean Yield Asset Management
Legal name: Clean Yield Group Inc
$571.2MAssets managed
257Clients
6Advisers
39 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
- 8164413
- Firm CRD
- 104826