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Financial Advisor · CGC Financial Services

Davena M. Yee

CRD 4669435 · Named on Form ADV at one SEC-registered adviser

At a glance

CGC Financial Services, an SEC-registered wealth manager based in Lake Oswego, OR with $876 million in regulatory assets, lists Davena M. Yee on its Form ADV as Financial Advisor.

Firms and roles

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Davena’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Davena on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Davena’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.