linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Alice Li

Wealthspire Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alice? Claim Your Profile

About Alice Li

Alice Li is a registered Investment Advisor Representative with Wealthspire Advisors. Alice is based in Potomac, MD and has been in the industry since 2014. Alice has one active state registration in Maryland and holds the Series 65 exam. Alice specializes in portfolio management for individuals, financial planning, and selection of other advisors.

Firm Information

Alice Li is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alice Li’s Registration & Firm History

MD

06/16/2022 - Present

Wealthspire Advisors (Potomac MD)

Not sure if Alice Li is right for you?

Licenses & Designations

IA

Issued 10/15/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alice Li.
Not sure if Alice Li is right for you?