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Theodore Van tassel Yeo

Foreside Fund Services, LLC

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About Theodore Van tassel Yeo

Theodore Van tassel Yeo is a financial professional with over 18 years of experience in the financial services industry. Theodore has held various roles at prominent firms, including Blue Owl Securities, Northstar Securities, LLC, Resource Securities, Inc., Griffin Capital Securities, Inc., and Touchstone Securities, Inc. Theodore is currently registered with Foreside Fund Services, LLC and holds licenses such as Series 7 and Series 66. Theodore is dedicated to providing comprehensive financial advice and guidance to clients.

Firm Information

Theodore Yeo is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

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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Theodore Yeo’s Registration & Firm History

FL

05/23/2022 - Present

Foreside Fund Services, LLC (Fort Lauderdale FL)

NY

01/27/2017 - 10/29/2021

BLUE OWL SECURITIES (NEW YORK NY)

CO

01/05/2016 - 01/17/2017

NORTHSTAR SECURITIES, LLC (GREENWOOD VILLAGE CO)

PA

05/16/2012 - 01/07/2016

RESOURCE SECURITIES, INC. (PHILADELPHIA PA)

CA

01/09/2012 - 04/12/2012

GRIFFIN CAPITAL SECURITIES, INC. (IRVINE CA)

CA

06/15/2011 - 01/06/2012

GRUBB & ELLIS CAPITAL CORPORATION (SANTA ANA CA)

OH

02/01/2010 - 06/14/2011

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

CT

06/07/2005 - 09/21/2009

PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)

TX

08/18/2003 - 06/01/2005

VAN KAMPEN FUNDS INC. (HOUSTON TX)

MN

02/25/2003 - 07/24/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

02/25/2003 - 07/24/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/08/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theodore Van tassel Yeo.
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