Yunny Dang

SYMPHONY RETIREMENT PARTNERS LLC

Austin, TX

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CRD#: 4937374

Professional summary

Yunny Dang, CFP®, who also goes by Yunny Na, is a registered financial advisor currently at SYMPHONY RETIREMENT PARTNERS LLC located in Austin, Texas.

Yunny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Yunny has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Yunny Na

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.

1) YUNNY DANG 4617 PAGE STREET AUSTIN, TX 78723 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED ANNUITIES, DISABILITY INCOME INSURANCE, AND TRADITIONAL LIFE INSURANCE. START DATE: 2/26/2009 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) YUNNY DANG - 5501 AIRPORT BOULEVARD, AUTSIN, TX 78751 CATEGORY: RETAIL, SERVICE INDUSTRY, OR SALARIED EMPLOYEE INVESTMENT RELATED: NO TITLE: POLL WORKER DUTIES: THIS IS A TEMPORARY ROLE DURING EARLY ELECTION AND ELECTION DAY. AS A POLL WORKER, I HELP CHECK IN VOTERS BY SCANNING THEIR GOVERNMENT ISSUED ID'S AND ISSUING BALLOTS ACCORDINGLY. START DATE: 9/1/2022 HOURS PER MONTH: 16 HOURS PER MONTH DURING TRADING HOURS: 8 UPDATE FORM BR: NO WEBSITE ADDRESS: HTTPS://COUNTYCLERK.TRAVISCOUNTYTX.GOV/DEPARTMENTS/ELECTIONS/

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yunny Dang'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

April 23, 2025 - Present

SYMPHONY RETIREMENT PARTNERS LLC

RIA

CRD#: 300990

Austin, TX

Past

January 24, 2025 - April 25, 2025

OSAIC WEALTH, INC.

RIA

CRD#: 23131

AUSTIN, TX

Past

January 24, 2025 - April 25, 2025

OSAIC WEALTH, INC.

CRD#: 23131

AUSTIN, TX

Past

June 29, 2005 - January 24, 2025

OSAIC FA, INC.

RIA

CRD#: 3978

AUSTIN, TX

Past

April 8, 2005 - May 23, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

April 8, 2005 - January 24, 2025

OSAIC FA, INC.

CRD#: 3978

AUSTIN, TX

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

Oregon
(5/2/2025)

IAR

Texas
(4/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/28/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/7/2005

General Securities Representative Examination

Current Firm

SYMPHONY RETIREMENT PARTNERS LLC

CRD#: 300990 / SEC#:

New York

Registered Investment Advisory firm - (4/18/2019 Approved)

Oregon

Registered Investment Advisory firm - (5/2/2025 Approved)

Texas

Registered Investment Advisory firm - (4/4/2019 Approved)

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Contact information

Main Address

1 Chisholm Trail Bldg 1, Suite 450, Round Rock, TX 78681

Mailing Address

Phone number

(512) 337-8060

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	60
AUM (Assets Under Management)	$ 23,157,373

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.

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Yunny Dang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yunny Dang's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYMPHONY RETIREMENT PARTNERS LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/28/2005

SIE

Date: 10/1/2018

Series 7

Date: 4/7/2005

Current Firm

SYMPHONY RETIREMENT PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SYMPHONY RETIREMENT PARTNERS LLC

TRUST BUT VERIFY

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