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VC

Vivian Y. Chen

MARRAM INVESTMENT MANAGEMENT
VANCOUVER, WA 98660
Some features on this profile are disabled
CRD#: 4677159
VC

Professional summary

Vivian Yuan Chen, CFA is a registered financial advisor currently at MARRAM INVESTMENT MANAGEMENT, LLC located in Vancouver, Washington.

Vivian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Vivian has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vivian Yuan Chen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Chartered Financial Analyst

Experience

Current

June 26, 2013 - Present

MARRAM INVESTMENT MANAGEMENT, LLC

Office #1: 1220 Main Street, Suite 400, Vancouver, WA 98660
RIA
CRD#: 155821
VANCOUVER, WA
Past

February 8, 2011 - January 4, 2012

MARRAM INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 155821
LOS ANGELES, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/26/2013)
IAR
Washington
(1/7/2019)

Exams

Current Firm

MI
MARRAM INVESTMENT MANAGEMENT, LLC
MARRAM INVESTMENT MANAGEMENT, LLC

CRD#: 155821 / SEC#:

California
Registered Investment Advisory firm - (6/26/2013 Approved)
Washington
Registered Investment Advisory firm - (1/7/2019 Approved)
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Contact information

Main Address
1220 Main Street, Suite 400, Vancouver, WA 98660
Mailing Address
Phone number
(503) 575-9022
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts69
AUM (Assets Under Management)$ 48,159,923

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MARRAM INVESTMENT MANAGEMENT, LLC

CRD#: 155821Vancouver, WA 98660

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