Yongyi Fan
Professional Summary
Yongyi Fan is a registered financial advisor currently at SUN GLOBAL LLC located in Ann Arbor, Michigan. Yongyi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Yongyi has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
SUN GLOBAL DE LLC | SUN GLOBAL LLC
Contact Information
Main Address
640 Freedom Business Center Dr #340, King Of Prussia, PA 19406Phone Number
(302) 521-5560# of Employees
6Documents
Regulatory Assets Under Management
Total Number of Accounts
20AUM (Assets Under Management)
$7,445,924Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(6/10/2026)
(6/3/2026)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2013About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Yongyi Fan's CRS (Customer Relationship Summary).
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