AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
FY

Fei Yin

Some features on this profile are disabled
CRD#: 5389611
FY

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Fei Yin was a registered financial professional .

Fei is a previously registered financial professional and started their career in finance in 2007. Fei had worked at 5 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 23, 2016 - August 31, 2023

GUOTAI JUNAN SECURITIES USA, INC.

BD
CRD#: 283550
NEW YORK, NY
Past

July 6, 2015 - January 5, 2017

M&A SECURITIES GROUP, INC.

BD
CRD#: 39999
KANSAS CITY, MO
Past

May 2, 2011 - August 19, 2013

EVERCORE GROUP L.L.C.

BD
CRD#: 42405
NEW YORK, NY
Past

April 30, 2010 - May 9, 2011

CSI STRATEGIC PARTNERS, LLC

BD
CRD#: 150940
NEW YORK CITY, NY
Past

May 7, 2009 - May 6, 2010

EVERCORE GROUP L.L.C.

BD
CRD#: 42405
NEW YORK, NY
Past

September 3, 2007 - May 20, 2009

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/28/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GJ
GUOTAI JUNAN SECURITIES USA, INC.
GUOTAI JUNAN SECURITIES USA, INC.

CRD#: 283550 / SEC#: , 8-69762

BD
Terminated by SEC on 11/30/2023
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 01/19/2016
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GUOTAI JUNAN SECURITIES USA HOLDING, INC.SHAREHOLDER
GLYNN, MICHAEL GERARDCHIEF FINANCIAL OFFICER
KAPUSCINSKI, WALTER ANTHONYCHIEF COMPLIANCE OFFICER848045
YANG, XIAOTAODIRECTOR6632491
YU, WEIJUNDIRECTOR7490080

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


GUOTAI JUNAN SECURITIES USA, INC.

CRD#: 283550

TRUST BUT VERIFY

Monitor Fei Yin

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics