AdvisorOS Directory
Claim Profile
Unclaimed Profile
JL

Jerry Liu

RANGEMARK INVESTMENT MANAGEMENT, INC.·GREENWICH, Connecticut
SIE, Series 7, Series 63, Series 79TOClean recordRANGEMARK INVESTMENT MANAGEMENT, INC.
328 PEMBERWICK ROAD, GREENWICH, CT 06831CRD# 5011354Firm CRD# 150530

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jerry Liu · GREENWICH, CT
Registration
CRD #5011354 · RANGEMARK INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
RANGEMARK INVESTMENT MANAGEMENT, INC.
CRD 150530 · SEC 801-70252
AUM
$1.5B
Regulatory assets under management
Employees
11
2 client accounts
Services offered by RANGEMARK INVESTMENT MANAGEMENT, INC.
Per Form ADV
Selection of other advisers
Educational seminars/workshops
Other
View all advisors at RANGEMARK INVESTMENT MANAGEMENT, INC. →
Introduction

Speak with Jerry

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jerry is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREENWICH?

Browse all registered financial advisors in GREENWICH, Connecticut or claim this profile if it's yours.

Browse GREENWICH AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Jerry Liu offer?
Jerry Liu specializes in Wealth Management, Financial Education. Contact their office in GREENWICH, Connecticut for a consultation.
What are Jerry Liu's credentials?
Jerry Liu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry Liu located?
Jerry Liu is based in GREENWICH, Connecticut, working with RANGEMARK INVESTMENT MANAGEMENT, INC.. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Jerry Liu charge for services?
Jerry Liu's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RANGEMARK INVESTMENT MANAGEMENT, INC.?
RANGEMARK INVESTMENT MANAGEMENT, INC. has approximately 11 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at RANGEMARK INVESTMENT MANAGEMENT, INC.

Robert Sorenson Smith
GREENWICH, CT

More Advisors in GREENWICH, Connecticut

Clifford Scott Asness
AQR CAPITAL MANAGEMENT, LLC·GREENWICH, CT
Thaddeus Sajous Cook
SEARLE & CO.·GREENWICH, CT
John Michael Wildern
NORTHCOAST ASSET MANAGEMENT LLC·GREENWICH, CT
CFP
Charles Morgan Royce
OXFORD SQUARE MANAGEMENT, LLC·GREENWICH, CT
Amy Kommer Minella
CARDINAL CAPITAL MANAGEMENT, L.L.C.·GREENWICH, CT
Samir Siahmed
GENERATIVE INVESTMENT PARTNERS LP·GREENWICH, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
STAMFORD (246)WESTPORT (100)HARTFORD (90)WEST HARTFORD (82)WILTON (50)DARIEN (48)GLASTONBURY (40)FAIRFIELD (36)NORWALK (35)FARMINGTON (30)
City Guides
STAMFORD GuideWESTPORT GuideHARTFORD GuideWEST HARTFORD GuideWILTON Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile