Jenny Ly has been an investment adviser representative at Clean Yield Group since March 2026, and is not listed among the firm’s executive officers or direct owners.
Clean Yield Group Inc is a Norwich, VT firm with $571M under management, 257 clients and 8 advisers across 4 offices, as of its March 2026 filing.
- Clean Yield Asset ManagementCurrent– present · under a yearDenver, CO · Adviser representative · Firm CRD 104826
Investment adviser representative registrations
Jenny Ly is registered as an investment adviser representative in 7 states. Each was approved in March 2026.
- CaliforniaSince 2 March 2026
- ColoradoSince 2 March 2026
- MarylandSince 2 March 2026
- New HampshireSince 2 March 2026
- New YorkSince 2 March 2026
- TexasSince 2 March 2026
- VermontSince 2 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 March 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jenny Ngo Ly
- CRD
- 8164413
- Firm
- Clean Yield Group · CRD 104826
- Office
- Denver, CO
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Jenny Ly work?
Jenny Ly is an investment adviser representative registered through Clean Yield Group Inc since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jenny Ly a financial advisor?
Yes. Jenny Ly has a current investment-adviser registration in California, Colorado, Maryland, New Hampshire, New York, Texas and Vermont, through Clean Yield Group since March 2026.
How many years of experience does Jenny Ly have?
Jenny Ly has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Jenny Ly passed?
Jenny Ly passed the Series 65 in March 2026.
Where is Jenny Ly based?
Jenny Ly’s registered office is in Denver, CO.
Is Jenny Ly registered with FINRA?
No. Jenny Ly has no current broker registration.
How can I verify Jenny Ly’s record?
Search CRD 8164413 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jenny Ly’s full registration record.
