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Jenny Ngo Ly

Clean Yield Asset Management

Norwich, VT

Denver, CO

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Current Employers
Clean Yield Asset Management

16 Beaver Meadow Rd., Norwich, VT 05055 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-02
CO RA APPROVED 2026-03-02
MD RA APPROVED 2026-03-02
NH RA APPROVED 2026-03-02
NY RA APPROVED 2026-03-02
TX RA APPROVED 2026-03-02
VT RA APPROVED 2026-03-02
  • CA RA
    APPROVED
    Since 2026-03-02
  • CO RA
    APPROVED
    Since 2026-03-02
  • MD RA
    APPROVED
    Since 2026-03-02
  • NH RA
    APPROVED
    Since 2026-03-02
  • NY RA
    APPROVED
    Since 2026-03-02
  • TX RA
    APPROVED
    Since 2026-03-02
  • VT RA
    APPROVED
    Since 2026-03-02

Branch Locations

16 Beaver Meadow Rd., Norwich, VT 05055 • United States

Denver, CO • 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
Clean Yield Asset Management Norwich VT 03/2023 Present
Sandhill Investment Management Buffalo NY 01/2019 03/2023
Cara Mia Pet Resort East Amherst NY 06/2016 01/2019
University At Buffalo Buffalo NY 08/2015 05/2018
  • 03/2023 → Present
    Clean Yield Asset Management
    Norwich, VT
  • 01/2019 → 03/2023
    Sandhill Investment Management
    Buffalo, NY
  • 06/2016 → 01/2019
    Cara Mia Pet Resort
    East Amherst, NY
  • 08/2015 → 05/2018
    University At Buffalo
    Buffalo, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-02
  • S65 Uniform Investment Adviser Law Examination
    2026-03-02
Other Names
  • Jenny Ly

View on SEC IAPD

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JESSICA L DUNCKLEE
SUSAN OTTO GOODELL
Deborah L Maher
DORIGEN RYAN HOFMANN
ERIC MICHAEL BECKER
ELIZABETH DOYLE GLENSHAW

Other Offices

LPL FINANCIAL LLC · NORWICH, VT
OTTO & ASSOCIATES, INC. · NORWICH, VT
OTTO & ASSOCIATES, INC. · Norwich, VT
BOREALIS VENTURES · HANOVER, NH
MORGAN STANLEY · Hanover, NH
CWM, LLC · Hanover, NH
THE LYME TIMBER COMPANY LLC · HANOVER, NH
OSAIC INSTITUTIONS, INC. · HANOVER, NH

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