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Yuanyuan Che

Austin Asset

Austin, TX

CRD 6324854

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Employer firm

Austin Asset CRD 105441

$1.87B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Austin Asset

7200 N. Mopac, Suite 315, Austin, TX 78731 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-30
  • TX RA
    APPROVED
    Since 2023-03-30

Branch Locations

7200 N. Mopac, Suite 315, Austin, TX 78731 • 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
The Connemara Group, Llc Rockville MD 01/2018 06/2022
The Connemara Group, Llc Rockville MD 01/2017 01/2018
College For Financial Planning Philadelphia PA 02/2016 10/2016
Blue Ocean Global Wealth, Llc Rockville MD 10/2016 01/2017
Austin Asset Austin TX 06/2022 Present
  • 01/2018 → 06/2022
    The Connemara Group, Llc
    Rockville, MD
  • 01/2017 → 01/2018
    The Connemara Group, Llc
    Rockville, MD
  • 02/2016 → 10/2016
    College For Financial Planning
    Philadelphia, PA
  • 10/2016 → 01/2017
    Blue Ocean Global Wealth, Llc
    Rockville, MD
  • 06/2022 → Present
    Austin Asset
    Austin, TX
Previous Registrations
  • 2018-03-16 → 2022-06-09
    The Connemara Group, Llc
    Gaithersburg, MD
Designations
  • Certified Financial Planner
Other Names
  • Scarlett Che
  • Che Yuanyuan

View on SEC IAPD

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