Yibo Huang
Sicart Associates · New York, New York
Yibo Huang is a fee-only financial advisor at Sicart Associates in New York, New York, who holds the CFA credential. Yibo focuses on family wealth transfer. Sicart Associates reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Sicart Associates |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $455.4M across 207 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY, TX · CRD 4979034 |
| Exams passed | Series 63 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sicartassociates.com |
How Yibo's firm compares
- Sicart Associates's average account is about $2.2 million, from its Form ADV (assets managed divided by 207 accounts).
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Questions about Yibo
Is Yibo Huang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Yibo holds no broker registration, and Sicart Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Yibo charge for financial advice?
Yibo's firm, Sicart Associates, reports charging a percentage of assets on its SEC Form ADV.
Where is Yibo Huang based?
Yibo Huang is based in New York, New York.
What does Yibo specialize in?
Yibo's specialties include family wealth transfer. Yibo works with multi-generational families.
What credentials does Yibo Huang hold?
Yibo Huang holds the CFA credential.
Is Yibo Huang registered with the SEC?
Yes. Yibo Huang is registered as an investment adviser representative in NY and TX (CRD 4979034), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sicart Associates manage?
Sicart Associates reports $455.4M across 207 accounts in assets under management.
How do I contact Yibo Huang?
Through Yibo's website, www.sicartassociates.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sicart Associates website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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