YT
Yenvy D. Truong
EMERGENT GLOBAL INVESTMENTS
CORAL GABLES, FL 33134
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CRD#: 7803286
YT
Professional summary
Yenvy Dinh Truong is a registered financial advisor currently at EMERGENT GLOBAL INVESTMENTS located in Coral Gables, Florida.
Yenvy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Yenvy has worked at 1 firm and has passed the Series 65 exam.
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.
1) Life Science Management, LLC DBA: The LSM Group - Owner, Consulting - 4hrs/month during business hours 2) Truong REI, LLC - Real Estate purchase and rental (opened this year) No revenue yet - nothing yet, 4hr/month business hours 3) Truong Land REI, LLC - Real Estate land lease (opened this year) New lease contract signed for - passive, 1hr/month 4) Upswing Health, Inc. - Investor/Shareholder 5) Volunteer at the Venture Mentoring Team (501 3c), 4hr/month business hours 6) CoFounder of Higher, Inc. (501 3c nonprofit), 4hr/month business hours
CRS (Client Relationship Summary) - RIA
Click below to view Yenvy Dinh Truong'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®
NoneExperience
Current
April 4, 2024 - Present
EMERGENT GLOBAL INVESTMENTS
Office #1: 2020 Ponce De Leon Blvd Ste 1101, Coral Gables, FL 33134RIA
CRD#: 290875
CORAL GABLES, FL
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
Florida(4/4/2024)
Current Firm
EG
EMERGENT GLOBAL INVESTMENTS
ATRIO ADVISORS | MY IMPACT | EMERGENT WEALTH MANAGEMENT | EMERGENT GLOBAL WEALTH MANAGEMENT | EMERGENT GLOBAL INVESTMENTS, LLC | EMERGENT GLOBAL INVESTMENTS | EGI | ATRIO WEALTH
CRD#: 290875 / SEC#:
Florida
Registered Investment Advisory firm - (1/3/2018 Approved)New York
Registered Investment Advisory firm - (10/5/2021 Approved)Texas
Registered Investment Advisory firm - (4/9/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2020 Ponce De Leon Blvd Ste 1101, Coral Gables, FL 33134
Mailing Address
2020 Ponce De Leon Blvd Ste 1101, Coral Gables, FL 33134
Phone number
(305) 203-2322
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 115 |
| AUM (Assets Under Management) | $ 17,413,962 |
Red Flags
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Company Information
EMERGENT GLOBAL INVESTMENTS
CRD#: 290875Coral Gables, FL 33134TRUST BUT VERIFY
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