Daniel Yinfu Shen
Investment adviser representative at Paul R. Ried Financial Group, LLC
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
8 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 fee
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.
- Paul R. Ried Financial Group, LLCMay 2025 to now
- U.S. Bank National AssociationMar 2024 to May 2025
- UnemployedDec 2023 to Mar 2024
- A-1 Piano Sales and RentalsJun 2023 to Dec 2023
- UnemployedJun 2018 to Jun 2023
- University of WashingtonNov 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Paul R. Ried Financial Group, LLC
$1.3BAssets managed
1,060Clients
9Advisers
8 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
- 8189689
- Firm CRD
- 297284