DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Ying Ying Huang
Certified Financial Planner
Feed of 09/14/2026
Also filed as Chase Ying Huang
At current firm
5 y
since Aug 9, 2021
In the industry
15 y
since Sep 1, 2011 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- The Mather Group, LLC independent RIA currentsince Aug 9, 2021 · Chicago, Il
- Treybourne Wealth Planners formerApr 2, 2019 to Aug 5, 2021 · Chicago, Il
- Private Vista, LLC formerAug 19, 2013 to Apr 12, 2019 · Oak Brook, Il
Moves
a registration end followed by a registration begin elsewhere
- Treybourne Wealth Planners to The Mather Group, LLCleft Aug 5, 2021, registered Aug 9, 2021 (4 days) · RIA to RIA
- Private Vista, LLC to Treybourne Wealth Plannersleft Apr 12, 2019, registered Apr 2, 2019 (-10 days) · RIA to RIA
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address