Yanyi Tang has been an investment adviser representative at Van Clemens Wealth Management since August 2025, and is not listed among the firm’s executive officers or direct owners.
Van Clemens Wealth Management, LLC is a Minneapolis, MN firm with $470M under management, 616 clients and 24 advisers across 6 offices, as of its September 2026 filing.
Yanyi Tang’s longest registration was 1 year at Equitable Advisors, LLC (2023–2024). Before joining Van Clemens Wealth Management in 2025, Yanyi Tang was registered through Equitable Advisors, LLC.
- – present · 1 yearFlower Mound, TX · Adviser representative · Firm CRD 297362
- Equitable Advisors, LLC– · 1 yearDallas, TX · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Yanyi Tang is registered as an investment adviser representative in Texas, since August 2025.
- TexasSince 13 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 14 | Compliance Officer Examination | 5 October 2026 |
| Series 99TO | Operations Professional Examination | 8 June 2026 |
| Series 27 | Financial and Operations Principal Examination | 17 April 2025 |
| Series 79TO | Investment Banking Registered Representative Examination | 8 January 2025 |
| Series 24 | General Securities Principal Examination | 19 November 2024 |
| Series 7TO | General Securities Representative Examination | 11 May 2023 |
| SIE | Securities Industry Essentials Examination | 7 January 2023 |
| Series 66 | Uniform Combined State Law Examination | 10 December 2022 |
- Name
- Compliance Officer Examination
- Name
- Operations Professional Examination
- Name
- Financial and Operations Principal Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- CRD
- 7673080
- Firm
- Van Clemens Wealth Management · CRD 297362
- Office
- Flower Mound, TX
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2024
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Yanyi Tang work?
Yanyi Tang is an investment adviser representative registered through Van Clemens Wealth Management, LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Yanyi Tang a financial advisor?
Yes. Yanyi Tang has a current investment-adviser registration in Texas, through Van Clemens Wealth Management since August 2025.
How many years of experience does Yanyi Tang have?
Yanyi Tang has 2 years in the financial industry, since February 2024, across 2 adviser firms.
What exams has Yanyi Tang passed?
Yanyi Tang has passed 8 licensing exams: the Series 66, SIE, Series 7TO, Series 24, Series 79TO, Series 27, Series 99TO and Series 14. The earliest, the Series 66, was passed in December 2022.
Where did Yanyi Tang work before Van Clemens Wealth Management?
Before Van Clemens Wealth Management, Yanyi Tang was registered through Equitable Advisors, LLC, May 2023 to November 2024.
Where is Yanyi Tang based?
Yanyi Tang’s registered office is in Flower Mound, TX.
Is Yanyi Tang registered with FINRA?
Yes. Yanyi Tang has a current broker registration, under CRD 7673080.
Source: FINRA BrokerCheck
How can I verify Yanyi Tang’s record?
Search CRD 7673080 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Yanyi Tang’s full registration record.