Morgan Stanley
47yrs
Top advisor by experience in Rolling Hills Estates
2yrs
Edwin Yi
Financial advisor at Ameriprise Financial Services
Based in Rolling Hills Estates, California, Edwin Yi is a fiduciary financial advisor with 2 years of industry experience. Edwin has been with Ameriprise Financial Services since 2024; before that, Edwin spent less than a year at LPL Financial. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 118 advisors with offices in Rolling Hills Estates, and one of 112 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office46b Peninsula Center, Rolling Hills Estates, CA 90274
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 ?1 state
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2024 – nowAmeriprise Financial Services, LLCCurrent firm
- May 2024 – Oct 2024LPL Financial LLCPreviously
Contact Edwin
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Edwin. 46b Peninsula CenterRolling Hills Estates, CA 90274Office · Get directions LinkedIn pageAmeriprise Financial Services
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Edwin
Tailored to Edwin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Edwin
How do I contact Edwin?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Edwin Yi. Edwin works from the Rolling Hills Estates, CA office.
How long has Edwin been a financial advisor?
Edwin has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Edwin hold?
Series 66. Tap any license on this page to see what it allows.
Is Edwin a fiduciary?
Edwin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Edwin paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Edwin 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.
Other advisors nearby
Wells Fargo Advisors
46yrs
Top 1% by experience in California
Morgan Stanley
45yrs
Top 1% by experience in California
Morgan Stanley
45yrs
Top 1% by experience in California
Morgan Stanley
45yrs
Top 1% by experience in California
Raymond James & Associates
43yrs
Top 2% by experience in California