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Qi Shi

NEW SHERIDAN ADVISORS, INC.·NEWPORT BEACH, California
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1201 DOVE ST., NEWPORT BEACH, CA 92660CRD# 5953466Firm CRD# 150140
01

About

Qi Shi is a registered financial advisor based in NEWPORT BEACH, California, affiliated with NEW SHERIDAN ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
NEW SHERIDAN ADVISORS, LLC
NEW SHERIDAN ADVISORS, LLC
AUM
$84M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at NEW SHERIDAN ADVISORS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5953466
Firm CRD# 150140
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Qi Shi offer?
Qi Shi specializes in Investment Management, Fee-Only Advisory. Contact their office in NEWPORT BEACH, California for a consultation.
What are Qi Shi's credentials?
Qi Shi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Qi Shi located?
Qi Shi is based in NEWPORT BEACH, California, working with NEW SHERIDAN ADVISORS, INC.. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Qi Shi charge for services?
Qi Shi's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW SHERIDAN ADVISORS, INC.?
NEW SHERIDAN ADVISORS, INC. has approximately 3 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEW SHERIDAN ADVISORS, INC.

Russell Edwin Hoss
IRVINE, CA
Richard Whitney Hoss
IRVINE, CA

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Research
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