Claim Profile
KL

Kyle K Lai

CICC ALPHA INVESTMENT MANAGEMENT (USA), LLC·NEW YORK, New York
Unclaimed Profile
280 PARK AVENUE, NEW YORK, NY 10017CRD# 6673630Firm CRD# 289848
01

About

Kyle K Lai is a registered financial advisor based in NEW YORK, New York, affiliated with CICC ALPHA INVESTMENT MANAGEMENT (USA), 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
CICC ALPHA INVESTMENT MANAGEMENT (USA), LLC
CICC ALPHA INVESTMENT MANAGEMENT (USA), LLC
AUM
$173M
Regulatory assets under management
Employees
1
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6673630
Firm CRD# 289848
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Kyle K Lai offer?
Kyle K Lai specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Kyle K Lai's credentials?
Kyle K Lai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kyle K Lai located?
Kyle K Lai is based in NEW YORK, New York, working with CICC ALPHA INVESTMENT MANAGEMENT (USA), LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Kyle K Lai charge for services?
Kyle K Lai'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 CICC ALPHA INVESTMENT MANAGEMENT (USA), LLC?
CICC ALPHA INVESTMENT MANAGEMENT (USA), LLC has approximately 1 employees and manages $173M 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 →