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Edward Yuen

Solebury Capital LLC

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About Edward Yuen

Edward Yuen is a financial advisor with Solebury Capital LLC based in Stamford, Connecticut. Edward has over 20 years of experience in the financial services industry, specializing in investment banking. His previous experience includes roles at SG Americas Securities, LLC, SunTrust Robinson Humphrey, Inc., Wells Fargo Securities, LLC, Burnham Securities Inc., and Banc of America Securities LLC. Edward is registered in Connecticut, Pennsylvania, California, Maryland, Massachusetts, New Jersey, New York, and Ohio.

Firm Information

Edward Yuen is currently registered with Solebury Capital LLC. Solebury Capital LLC is a Limited Liability Company that was formed on May 16, 2005. The firm is registered in California, Connecticut, Maryland, Massachusetts, New Jersey, New York, Ohio, and Pennsylvania and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Edward Yuen’s Registration & Firm History

CT

03/18/2015 - Present

Solebury Capital LLC (STAMFORD CT)

NY

08/12/2011 - 05/08/2013

SG AMERICAS SECURITIES, LLC (NEW YORK NY)

NY

12/16/2009 - 08/01/2011

SUNTRUST ROBINSON HUMPHREY, INC. (NEW YORK NY)

NY

03/30/2004 - 06/26/2009

WELLS FARGO SECURITIES, LLC (NEW YORK NY)

NY

04/23/2003 - 03/22/2004

BURNHAM SECURITIES INC. (NEW YORK NY)

NY

10/10/2000 - 11/13/2002

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2011

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 01/22/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 11/22/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/09/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Yuen.
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