Yonghui Huang

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2014 → 03/2021
  Stavis & Cohen Financial
  Houston, TX
• 10/2015 → 07/2022
  Fsc Securities Corp
  Atlanta, GA
• 07/2016 → 03/2023
  Stavis & Cohen Private Wealth, Llc
  Houston, TX
• 07/2022 → 12/2022
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2023 → Present
  Corient
  Houston, TX
• 01/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto
• 07/2023 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2021-03-05 → 2023-03-31
  Stavis & Cohen Private Wealth, Llc
  Houston, TX
• 2016-07-01 → 2021-03-15
  Scf Private Wealth Holdings, Llc
  Houston, TX
• 2016-06-15 → 2016-11-22
  Fsc Securities Corporation
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2016-06-14

Designations

• Certified Financial Planner

Other Names

• Yonghui Lay Huang
• Lay Huang