Unclaimed Profile

Yan-Jung Liu

FELICITAS GLOBAL PARTNERS, LLC·PASADENA, California

Series 65Clean record10 years registeredFELICITAS GLOBAL PARTNERS, LLC

65 NORTH RAYMOND AVENUE, PASADENA, CA 91103CRD# 6567096Firm CRD# 292411

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Yan-Jung Liu · PASADENA, CA

Registration

CRD #6567096 · FELICITAS GLOBAL PARTNERS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

MONETA GROUP INVESTMENT ADVISORS, LLC

Dec 2024 – present

FELICITAS INVESTORS LLC

Dec 2015 – May 2018

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 11, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FELICITAS GLOBAL PARTNERS, LLC

CRD 292411 · SEC 801-112594

AUM

$819M

Regulatory assets under management

Employees

13 client accounts

Services offered by FELICITAS GLOBAL PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at FELICITAS GLOBAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Yan-Jung Liu offer?

Yan-Jung Liu specializes in Investment Management, Retirement Planning. Contact their office in PASADENA, California for a consultation.

What are Yan-Jung Liu's credentials?

Yan-Jung Liu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Yan-Jung Liu located?

Yan-Jung Liu is based in PASADENA, California, working with FELICITAS GLOBAL PARTNERS, LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does Yan-Jung Liu charge for services?

Yan-Jung Liu's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FELICITAS GLOBAL PARTNERS, LLC?

FELICITAS GLOBAL PARTNERS, LLC has approximately 12 employees and manages $819M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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