Yi Zeng

Employer firm

Investamily, LLC CRD 290204

$2.60M regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

• 09/2013 → Present
  New Dream Services Inc.
  Irvine, CA
• 04/2010 → Present
  Investamily, Llc
  Oak Park, CA

Other Businesses

Independent insurance agent receiving insurance commissions for health insurance applications through Covered California health insurance marketplace since 2016; 4-12 hrs/mth Real Estate Broker licensed by the State of Illinois, operating as property manager of self-owned condo unit located in Chicago, IL since 2012; 4 hrs/mth Employment by New Dream Services Inc. as Chief Financial Officer, which is based in Irvine, CA since 2013; 20 hrs/mth Non of the above are investment-related business activities.

Designations

• Chartered Financial Analyst

Other Names

• Victor Zeng