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Xi Yao

Globalink Wealth Management, LLC

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About Xi Yao

Xi Yao is a financial advisor in Monrovia, California, and has been in the industry since November 10, 2021. Xi Yao is registered with Globalink Wealth Management, LLC in Pasadena, California. Xi Yao works with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Xi Yao offers a variety of financial services, including financial planning, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Xi Yao is currently registered with Globalink Wealth Management, LLC. Globalink Wealth Management, LLC is an investment advisor with 3 licensed agents. The firm manages $3,735,175 in assets for 15 clients. The firm provides financial planning, publishes periodicals, selects other advisors, and manages portfolios for individuals, businesses, and investment companies. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

$3.74M

Assets Under Management

Not reported

Total Clients

7

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Xi Yao’s Registration & Firm History

CA

01/27/2025 - Present

Globalink Wealth Management, LLC (PASADENA CA)

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Licenses & Designations

IA

Issued 04/18/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/10/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Xi Yao.
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