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Fu Pei Yuet

Everstar Asset Management, LLC

Mooresville, NC

CRD 6647666

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Employer firm

Everstar Asset Management, LLC CRD 313334

$337M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Educational seminars

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

Current Employers
Everstar Asset Management, Llc

108 Gateway Blvd. Suite 204, Mooresville, NC 28117 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-06-07
  • NC RA
    APPROVED
    Since 2021-06-07

Branch Locations

108 Gateway Blvd. Suite 103, Mooresville, NC 28117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Caterpillar Inc Peoria IL 02/2002 Present
Cwa Asset Management Group Simpsonville SC 05/2016 05/2021
Fundamental Global Investors, Llc Charlotte NC 06/2020 05/2021
  • 02/2002 → Present
    Caterpillar Inc
    Peoria, IL
  • 05/2016 → 05/2021
    Cwa Asset Management Group
    Simpsonville, SC
  • 06/2020 → 05/2021
    Fundamental Global Investors, Llc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-28
  • S65 Uniform Investment Adviser Law Examination
    2016-06-28

View on SEC IAPD

Nearby Firms

TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

JEFFREY JOHN BULGER
Kimberley B Foster
JOSHUA EVAN MCNEIL

Nearby Offices

TRUIST ADVISORY SERVICES, INC. · MOORESVILLE, NC
EDWARD JONES · MOORESVILLE, NC
CETERA INVESTMENT ADVISERS LLC · MOORESVILLE, NC

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