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Daniel C Li

POETIC GROUP LLC·NEW ROCHELLE, New York
Unclaimed Profile
173 HUGUENOT STREET, NEW ROCHELLE, NY 10801CRD# 5754007Firm CRD# 293886
01

About

Daniel C Li is a registered financial advisor based in NEW ROCHELLE, New York, affiliated with POETIC GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
POETIC GROUP LLC
POETIC GROUP LLC
AUM
$427M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at POETIC GROUP LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5754007
Firm CRD# 293886
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel C Li offer?
Daniel C Li specializes in Retirement Planning. Contact their office in NEW ROCHELLE, New York for a consultation.
What are Daniel C Li's credentials?
Daniel C Li is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel C Li located?
Daniel C Li is based in NEW ROCHELLE, New York, working with POETIC GROUP LLC. Their office serves clients in the NEW ROCHELLE metropolitan area and surrounding communities.
How does Daniel C Li charge for services?
Daniel C Li's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POETIC GROUP LLC?
POETIC GROUP LLC has approximately 10 employees and manages $427M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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