Unclaimed
Yucheng Yang is a registered Investment Advisor Representative (IAR) with Syntheticfi LLC based in San Francisco, California. Yucheng is also the Chief Executive Officer of Cyclone Technologies, Inc., the parent company of Syntheticfi LLC. Yucheng has been in the industry since 2020, having previously worked at Stripe Inc. and Converge Fashion, LLC. Yucheng is a Series 65 licensed advisor and holds a Uniform Investment Adviser Law Examination, which Yucheng passed in February 2024.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
07/01/2024 - Present
Syntheticfi LLC (SAN FRANCISCO CA)
IA
Issued 02/02/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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