How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Steven

ADVISOR PROFILE

1.AMERICAN EDUCATION FOUNDATION. NON-PROFIT.NOT INVESTMENT RELATED. INTERIM TRUSTEE AND INSTRUCTOR. TEACH PROGRAMS ON COLLEGE READINESS AND ADVISE BOARD ON ORGANIZATIONAL FUNCTIONS.2.STEVEN YEH AND ASSOCIATES. ( SY ASSOCIATES LLC. ) DBA. SOLE PROPRIETOR. ATTORNEY AT LAW AND TAX PREPARER.FINANCIAL INTEREST $100,000. DEVOTE 1 TO 20%. ANNUAL INCOME 1 TO 20%. OWN >60% STOCK. ESTABLISHED 02/01/2001.3. STEVEN YEH, LANDLORD. SOLE PROPRIETOR. RENTAL PROPERTIES. OWN AND SUBLEASE RENTAL PROPERTIES. DEVOTE 1 TO 20%. ANNUAL INCOME 1 TO 20%. FINANCIAL INTEREST $100,0O0. OWN >60% STOCK. ESTABLISHED 02/01/1998 AND SUBLEASE OF PROPERTIES 06/01/2008. 4. STEVEN YEH GENERAL AGENCY WITH COLUMBIA MUTUAL LIFE INSURANCE COMPANY OF NY AND LINCOLN GROUP INSURANCE COMPANY. SELL FIXED AND LIFE INSURANCE. DEVOTE 1 TO 20%. ANNUAL INCOME 1 TO 20%. FINANCIAL INTEREST $100,000. ESTABLISHED 2001. 5. INDEPENDENT INSURANCE AGENT PLACING FIXED INSURANCE BUSINESS THROUGH KAFL, THE GENERAL INSURANCE BROKERAGE AGENCY. SALE OF TERM, UNIVERSAL AND WHOLE LIFE, FIXED , LTC, DISABILITY. DEVOTE 1 TO 20%.ANNUAL INCOME 1 TO 20%.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Steven I-kang Yeh

Experience: 33 years / 12 firms

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