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Yue Sun

TAG Capital Partners

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About Yue Sun

Yue Sun is a registered representative with TAG Capital Partners. Yue Sun holds the Series 79TO and SIE licenses. Yue Sun has been in the industry since September 2023.

Firm Information

Yue Sun is currently registered with TAG Capital Partners. TAG Capital Partners is a Limited Liability Company formed on January 6, 2022. The firm is registered in all 50 states and is also registered with the SEC.

Not reported

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.

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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Yue Sun’s Registration & Firm History

NY

09/25/2023 - Present

TAG Capital Partners (New York NY)

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Licenses & Designations

BC

Issued 09/25/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/07/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yue Sun.
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