Adviser and broker representative · Dovetail Wealth Management, LLC
Mary A. Yi
CRD 8052713 · Taylor, TX
At a glance
Mary A. Yi is an investment adviser representative with Dovetail Wealth Management, LLC in Taylor, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mary’s SEC record dates to 2025, about 1 years ago. Mary is also registered as a broker representative.
Current advisory firm
- Dovetail Wealth Management, LLCSince August 2026Taylor, TX · $333M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Mary’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.