Scott Preston Yang

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2004 → 12/2023
  Silicon Valley Wealth Advisors, Llc
  San Jose, CA
• 12/2023 → Present
  Allworth Financial, L.P.
  Folsom, CA

Previous Registrations

• 2011-12-01 → 2024-01-02
  Silicon Valley Wealth Advisors, Llc
  San Jose, CA

Other Businesses

New Caps LLC - Guest Services - Usher for Mountain Winery concerts, from May to October - no time during business/trading hours

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-12-13

Designations

• Certified Financial Planner