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Junyi Yuan

Investment adviser representative at Quantel Asset Management LLC
11 yearsExperience
1 stateRegistered in
$59.7MFirm assets
5 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 assetsSubscriptionFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Market timing

Experience

11 years in the industry.

  1. Quantel Asset Management LLCJul 2026 to now
  2. Quantel Ai, Inc.Jul 2021 to now
  3. Rutgers Business SchoolJul 2019 to May 2021
  4. Shanghai UniversitySep 2015 to Jul 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (NY).

Quantel Asset Management LLC

$59.7MAssets managed
134Clients
3Advisers
5 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
8306976
Firm CRD
311013
Advisor's SEC record (opens in a new tab)
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