Morgan Stanley
47yrs
Top advisor by experience in New York
25yrs
Chenwei Yang
Financial advisor at Ameriprise Financial Services
Chenwei Yang has worked in the financial industry for 25 years and is a fiduciary financial advisor based in New York, New York. Chenwei joined Ameriprise Financial Services in 2012, a firm offering financial planning, investment management, and retirement plan consulting. Chenwei’s designations include CFP® and ChFC.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 22% by experience in New York
Office1185 Avenue Of The Americas Floor 3, New York, NY 10036
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Chenwei
Local office(212) 520-0947Ask for Chenwei. (612) 671-3131Main office · Minneapolis, MN 1185 Avenue Of The Americas Floor 3New York, NY 10036Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Chenwei
Tailored to Chenwei’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Chenwei
How do I contact Chenwei?
Call Chenwei’s local office at (212) 520-0947 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Chenwei Yang.
How long has Chenwei been a financial advisor?
Chenwei has been in the industry since 2001, about 25 years. Top 22% by experience in New York.
What licenses does Chenwei hold?
Series 66. Tap any license on this page to see what it allows.
Is Chenwei a fiduciary?
Chenwei is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chenwei paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Chenwei for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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