Yiwen Chen is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with FOCUS PARTNERS WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | 2026-01-04 | present | Yes |
| NORTHCOAST ASSET MANAGEMENT LLC | 2025-04-01 | 2026-03-20 | — |
| TRANSFORM WEALTH, LLC | 2020-04-21 | 2025-04-03 | — |
| BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | 2016-03-14 | 2019-08-21 | — |