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Yuan Chieh Liu

FIRSTRADE ADVISOR, LLC·FLUSHING, New York
Unclaimed Profile
30-50 WHITESTONE EXPRESSWAY, FLUSHING, NY 11354CRD# 6617001Firm CRD# 282937
01

About

Yuan Chieh Liu is a registered financial advisor based in FLUSHING, New York, affiliated with FIRSTRADE ADVISOR, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
FIRSTRADE ADVISOR, LLC
FIRSTRADE ADVISOR, LLC
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FIRSTRADE ADVISOR, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6617001
Firm CRD# 282937
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Yuan Chieh Liu offer?
Yuan Chieh Liu specializes in Investment Management, Fee-Only Advisory. Contact their office in FLUSHING, New York for a consultation.
What are Yuan Chieh Liu's credentials?
Yuan Chieh Liu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Yuan Chieh Liu located?
Yuan Chieh Liu is based in FLUSHING, New York, working with FIRSTRADE ADVISOR, LLC. Their office serves clients in the FLUSHING metropolitan area and surrounding communities.
How does Yuan Chieh Liu charge for services?
Yuan Chieh Liu'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 FIRSTRADE ADVISOR, LLC?
FIRSTRADE ADVISOR, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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Other advisors in FLUSHING
David Mack — FIRSTRADE ADVISOR, LLCArmodios N Papagianakis — DYNAMIS CAPITAL MANAGEMENT LLCEng Yen Lian — FIRSTRADE ADVISOR, LLCJohn Liu — FIRSTRADE ADVISOR, LLCJulie Li-Yuen Ku — FIRSTRADE ADVISOR, LLC
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Research
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