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Yin Yin

ControllerKestra Advisory Services, LLCCRD 3219513

About Yin Yin

Yin Yin is listed as Controller at Kestra Advisory Services, LLC in Austin, TX. Form ADV reports a beneficial ownership band of Under 5%. Yin Yin is associated with 8 registered advisers.

Reported ownership

Owns Under 5% of Kestra Advisory Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Yin Yin work?

Yin Yin is listed as Controller at Kestra Advisory Services, LLC on SEC Form ADV.

How much of Kestra Advisory Services, LLC does Yin Yin own?

Form ADV reports a beneficial ownership band of Under 5%.

Kestra Advisory Services, LLC

TitleController
OwnershipUnder 5%
Control personNo
Since2007
View Kestra Advisory Services, LLC →

Kestra Private Wealth Services, LLC

TitleAssistant Secretary
OwnershipUnder 5%
Control personNo
Since2016
View Kestra Private Wealth Services, LLC →

Kestra Institutional Services, LLC

TitleController
OwnershipUnder 5%
Control personNo
Since2009
View Kestra Institutional Services, LLC →

Ritter Daniher Financial Advisory LLC

TitleController & Assistant Secretary
OwnershipUnder 5%
Control personNo
Since2021
View Ritter Daniher Financial Advisory LLC →

Hickory Asset Management, Inc.

TitleSecretary
OwnershipUnder 5%
Control personNo
Since2019
View Hickory Asset Management, Inc. →

Beacon Retirement Planning Services Inc.

TitleController At Kestra Financial, Inc
OwnershipUnder 5%
Control personYes
Since2016
View Beacon Retirement Planning Services Inc. →

Hedeker Wealth LLC

TitleController And Assistant Secretary
OwnershipUnder 5%
Control personNo
Since2021
View Hedeker Wealth LLC →

Provise Management Group, LLC

TitleController
OwnershipUnder 5%
Control personNo
Since2007
View Provise Management Group, LLC →