Yi Ling Chen
Advisor at MarketRiders
Updated today
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.
About
Yi Ling Chen is a Series 66-licensed financial advisor with MarketRiders, where she has worked since 2025. She has two years of industry experience and a background that includes roles at SogoTrade, Inc. and academic positions at National Sun Yat-sen University and the University of Missouri - St. Louis. MarketRiders serves individual and high-net-worth investors, small business owners, and institutional clients through a subscription online platform and a managed account wrap-fee program. The firm uses proprietary algorithms based on modern portfolio theory to construct and manage ETF portfolios, offering both algorithmic recommendations and specialized income-oriented strategies.
Client services
Based on MarketRiders
Financial planning
Portfolio management
Newsletters or periodicals
Software used to self-manage accounts
Expertise
Based on MarketRiders
Options & derivatives strategies
Passive / index investing
Active portfolio management
Tax-loss harvesting
Fee options
0.75% annually for Standard Service managed accounts; additional negotiated fee up to 0.75% for Enhanced Service accounts
$14.95 monthly or $149.95 annually for Online Subscription Service
Account minimum: $1,000 for Core Portfolios, $25,000 for Risk Optimized Portfolios Minimum fee: Minimum monthly fee of $5
Location
1 Mcbride & Son Center Dr., Suite 288
Chesterfield, MO 63005
Most active in
Yi Ling C has reported serving >5 clients in these states in the last 12 months.
Missouri
Work history
MarketRiders, Inc.
2025 - Present (1 year)
National Sun Yat-sen University
2018 - Present (8 years)
SogoTrade, Inc.
2018 - Present (8 years)
SogoTrade, Inc.
2017 - 2018 (1 year)
University of Missouri - St. Louis
2017 - 2017 (1 year)
University of Missouri - St. Louis
2016 - 2017 (1 year)
National Kaohsiung University of Science and Technology
2013 - 2017 (4 years)
Allianz Taiwan Life Insurance Company Ltd.
2010 - 2016 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Bruce K
Series 65
Fenton, MO
Midwest Investment Advisors, LLC
Michael M
Series 63, Series 65
Chesterfield, MO
Mills Barrington Advisors, LLC.
Richard M
Series 65
Saint Louis, MO
Midwest Advisors LLC
John L
ChFC®, Series 63
O' Fallon, MO
JM Lotshaw Consulting
Gary C
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Matthew D
Series 66
St. Peters, MO
Durham Wealth Management, LLC
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