Adviser and broker representative · LPL Enterprise, LLC
Sunny F. Yang
CRD 7328261 · Mercer Island, WA
At a glance
Sunny F. Yang is an investment adviser representative with LPL Enterprise, LLC in Mercer Island, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sunny’s SEC record dates to 2022, about 4 years ago. Sunny is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- LPL Enterprise, LLCSince August 2026Mercer Island, WA · $25B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Sunny’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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at LPL Enterprise, LLC
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- Laura BennettMercer Island
- Carlo BertiMercer Island
- Paul T. CanimoMercer Island
- Matthew P. CourMercer Island
- Susan Y. GianniniMercer Island
- Jackson GibbsMercer Island
- Owen GortnerMercer Island
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