Qidi Yang

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 08/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
• 11/2022 → 08/2023
  East West Bank
  New York, NY
• 06/2010 → 11/2022
  Bank Of America
  Flushing, NY
• 11/2023 → Present
  Bank Of America, N.A.
  Melville, NY

Other Businesses

Name: NA Investment-related: No Address: College point NY 11356 Nature of the other business: Real estate investment property Position: Owner Start date:12/01/2022 Hours/month you devote to the other business:1hr/month Hours you devote to the other business during securities trading hours;0 hr Duties:Landlord Name: NA Investment-related: No Address: Brooklyn NY 11219 Nature of the other business; Real estate investment property Position: Owner Start date:11/30/2022 Hours/month you devote to the other business;1/mth Hours you devote to the other business during securities trading hours; 0 Duties: Landlord Name: NA Investment-related: No Address: Brooklyn NY 11219 Nature of the other business: Real estate investment property Position; Owner Start date:11/30/2022 Hours/month you devote to the other business;1/mth Hours you devote to the other business during securities trading hours;: 0 Duties: Landlord Name: Dysun LLC Investment-related: No Address: Flushing NY 11354 Nature of the other business: Online ecommerce business Position: Helps with banking transaction like deposit, withdraw, check writing Start date of your relationship: 07/30/2019 Hours/month you devote to the other business: 4hr/mth Hours you devote to the other business during securities trading hours: 0 Duties: Helping my wife to conduct banking transactions I*1971284, Entity Type, Name of OBA: Qidi Yang Address: Queens, NY 11360 Investment Related: NO Position, Title, Association: Home inspector Employee Start Date: No Hours: No Hours during trading: Duties: Just want to hold license I*: 2274273 Entity Type: Charitable Name of OBA: African View Organization Address: Newark, NJ 07102 Investment Related: No Position, Title, Association: Director Employee Start Date: Director Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: Provide explanation and understanding of banking product and procedures for this none profit organization.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-07

Other Names

• Derrek Yang