Yijie Tang
Investment Adviser Representative at Caerus Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Yijie Tang is an investment adviser representative with Caerus Investment Advisors, LLC in Storrs, CT, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Connecticut and Texas.
Registrations & licenses
- Investment adviser:
- Connecticut, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Gloomberg LLCJul 2024 – Jan 2025Storrs, CT
- Caerus Investment Advisors, LLCFeb 2025 – no end date reportedWest Lake Hills, TX
- University of ConnecticutJul 2023 – May 2024Stamford, CT
- Energy Innovation CapitalNov 2023 – Jan 2024Orinda, CA
- University of ConnecticutJul 2023 – Nov 2023Hartford, CT
- Enable Life Sciences LLCMay 2023 – Jul 2023Farmington, CT
- University of ConnecticutAug 2022 – May 2024Hartford, CT
- Shanghai Maritime UniversitySep 2018 – May 2022Shanghai
- Shanghai Songjiang NO.2 Senior High SchoolJan 2015 – Jun 2018Shanghai
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Caerus Investment Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $1,000,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Yijie Tang has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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