Osaic Wealth
21yrs
Top advisor by experience in Clyde Hill
3yrs
Yi Sun
Financial advisor at Evergreen Investment Management
Yi Sun has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Clyde Hill, Washington. After two years at Edward Jones, Yi joined Evergreen Investment Management in 2026, a firm offering investment management. Evergreen Investment Management reports being paid through a percentage of assets and performance-based fees.
One of 5 advisors with offices in Clyde Hill, and one of 4 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
OfficeClyde Hill, WA
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$475,798
States licensed ?1 state
Services through Evergreen Investment Management
Investment management for individuals and small businesses
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.
Series 66Uniform Combined State Law Examination
Career
- May 2026 – nowEvergreen Investment Management LLCCurrent firm
- Feb 2024 – Aug 2025Edward JonesPreviously
Contact Yi
(425) 559-0932Evergreen Investment Management main office Clyde Hill, WAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Yi
Tailored to Yi’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Yi
How do I contact Yi?
Call Evergreen Investment Management at (425) 559-0932 and ask for Yi Sun. Yi works from the Clyde Hill, WA office.
How long has Yi been a financial advisor?
Yi has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Yi hold?
Series 66. Tap any license on this page to see what it allows.
Is Yi a fiduciary?
Yi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Yi paid?
Evergreen Investment Management reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Yi 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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