Unclaimed Profile

Yuan Chieh Liu

FIRSTRADE ADVISOR, LLC·FLUSHING, New York

Clean recordFIRSTRADE ADVISOR, LLC

30-50 WHITESTONE EXPRESSWAY, FLUSHING, NY 11354CRD# 6617001Firm CRD# 282937

Profile Verification

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

Identity

Yuan Chieh Liu · FLUSHING, NY

Registration

CRD #6617001 · FIRSTRADE ADVISOR, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

FIRSTRADE ADVISOR, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIRSTRADE ADVISOR, LLC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6617001

Firm CRD# 282937

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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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