Yun Hao
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Pasadena, CA 91101
Credentials
Series 63, Series 66
Industry experience
11 years
Yun Hao is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. In this role, Yun collaborates with clients to develop and manage personalized financial strategies aimed at achieving their unique objectives. These strategies encompass investment management, retirement income planning, lending and liability management through Bank of America, as well as wealth transfer and estate planning approaches. As a Senior Portfolio Advisor, Yun manages discretionary investment strategies while focusing on understanding clients’ priorities, concerns, and aspirations to provide customized financial recommendations.
Yun's professional background includes extensive experience working with high net worth individuals, families, and business owners, covering areas such as traditional and alternative investments, retirement planning, trust and estate planning, credit services, insurance, legacy planning, and education funding. Yun began a financial industry career in 2007 and has previously worked with HSBC Bank across the US and Asia, and with BNP Paribas Wealth Management. Yun holds both a bachelor’s and a master’s degree from Harbin Engineering University.
Fluent in English and Chinese, Yun is also engaged in community efforts related to financial education and supports organizations including Better Money Habits®, Girl Scouts of Greater Los Angeles, PSILY Foundation, and the Pasadena Ronald McDonald House.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
800 E Colorado Blvd
Pasadena, CA 91101
California
Bank Of America, N.a.
2020 - Present (6 years)
Merrill
2020 - Present (6 years)
Bancwest Investment Services, Inc
2018 - 2020 (2 years)
Bank of the West
2018 - 2020 (2 years)
HSBC BANK USA, N.A. and HSBC SECURITIES (USA) INC.
2017 - 2018 (1 year)
HSBC Bank USA, N.A.
2016 - 2017 (1 year)
HSBC Securities (USA) INC.
2015 - 2016 (1 year)
HSBC Bank USA National Association
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")