Ameriprise Financial Services
47yrs
Top advisor by experience in San Jose
21yrs
Chy Yip
Financial advisor at UBS Financial Services
Chy Yip has worked in the financial industry for 21 years and is a fiduciary financial advisor based in San Jose, California. After 12 years at Merrill and a year at J.P. Morgan Securities, Chy joined UBS Financial Services in 2026, a firm offering financial planning, investment management, and retirement plan consulting. UBS Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 993 advisors with offices in San Jose, and one of 926 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors nationwide
Office355 Santana Row Suite 2050, San Jose, CA 95128
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2026 – nowUBS Financial Services Inc.Current firm
- 2014 – 2026MerrillPreviously
- Mar 2013 – Aug 2014J.P. Morgan Securities LLCPreviously
Contact Chy
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Chy. 355 Santana Row Suite 2050San Jose, CA 95128Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Chy
Tailored to Chy’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Chy
How do I contact Chy?
Call UBS Financial Services at (201) 352-3000 and ask for Chy Yip. Chy works from the San Jose, CA office.
How long has Chy been a financial advisor?
Chy has been in the industry since 2005, about 21 years. More experience than 64% of advisors nationwide.
What licenses does Chy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Chy a fiduciary?
Chy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chy paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Chy 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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