Song Yon Yi

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → 05/2018
  Usaa Financial Advisors, Inc.
  Phoenix, AZ
• 04/2018 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 04/2018 → Present
  Schwab Wealth Advisory Inc
  Phoenix, AZ

Previous Registrations

• 2018-01-08 → 2018-05-11
  Usaa Investment Services Company
  San Antonio, TX
• 2011-03-08 → 2018-01-08
  Usaa Financial Planning Services
  Seattle, WA
  University Place, WA
  Phoenix, AZ
• 2010-07-09 → 2010-10-04
  Chase Investment Services Corp.
  Newcastle, WA
  Bellevue, WA
• 2002-10-30 → 2010-06-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellevue, WA
  Tacoma, WA
  Bellevue, WA

Exams

• S66 Uniform Combined State Law Examination
  2002-10-28

Designations

• Certified Financial Planner

Other Names

• Song Yon Yi
• Song Yon Ro
• Samantha Yi