Yitao Huang

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2011 → 04/2024
  Wells Fargo Bank Na
  San Lorenzo, CA
• 10/2013 → 04/2024
  Wells Fargo Advisors Llc
  San Lorenzo, CA
• 11/2016 → 04/2024
  Wells Fargo Clearing Services, Llc
  San Lorenzo, CA
• 06/2024 → 08/2024
  New York Life Insurance Company
  San Ramon, CA
• 04/2024 → 07/2024
  Unemployed
  Dublin, CA
• 06/2024 → 08/2024
  Nylife Securities Llc
  San Ramon, CA
• 09/2024 → Present
  Mml Investor Services, Llc
  Pleasanton, CA
• 08/2024 → Present
  Massmutual Life Insurance Co.
  Pleasanton, CA

Previous Registrations

• 2021-04-02 → 2024-05-02
  Wells Fargo Clearing Services, Llc
  San Lorenzo, CA
  Walnut Creek, CA
  Walnut Creek, CA

Other Businesses

Name: Yitao Huang Inv Rel: N Add: 6701 Koll Center Parkway, Ste 140 Pleasanton , CA 94566 Nature: Notary Public; Providing notary public services to my existing clients, friends and non-immediate family members; Start Date: 08/2024; Position: California Notary Public No Hrs/Mo: 2 hours per month; No HRs/Mo Dur Trading: 0 Duties: To provide notary public services to my existing clients, friends and non-immediate family members (2) Name: Yitao Huang Inv Rel: Y Add: Residential Nature: Simple Rental Properties Position: Owner/Co-Owner Start Date: 09/2009 No Hrs/Mo: 40 hours per month No HRs/Mo Dur Trading: 0 Duties: Approving or declining prospective tenants' rental applications. Approving or declining repairs and maintenance requests for the properties. Determining rent amount for current and prospective tenants.]

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-02
• S63 Uniform Securities Agent State Law Examination
  2013-11-26