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Bo Sun

NI Advisors

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About Bo Sun

Bo Sun is a registered representative with Ni Advisors in Milpitas, CA. Bo has been in the financial services industry since August 2001. Bo holds Series 6, 7, 26, and 63 licenses, as well as the SIE. Bo has held previous positions at First Heartland Capital, Inc., Sagepoint Financial, Inc. and NYLIFE Securities LLC. Bo specializes in Financial Planning, Portfolio Management for Individuals, and Selection of other advisors. Bo has been a registered representative with Ni Advisors since December 2020.

Firm Information

Bo Sun is currently registered with NI Advisors. NI Advisors is a registered investment advisor headquartered in California with a focus on financial planning, portfolio management for individuals, and selection of other advisors. They have been operating since 2005 and serve high-net-worth individuals and other individuals. They manage approximately $3.6 million in assets across 7 accounts.

$3.56M

Assets Under Management

Not reported

Total Clients

32

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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other

Share fees with third party asset managers

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Bo Sun’s Registration & Firm History

CA

12/10/2020 - Present

NI Advisors (MILPITAS CA)

MD

03/29/2017 - 12/31/2019

FIRST HEARTLAND CAPITAL, INC. (Bethesda MD)

MD

11/04/2015 - 12/31/2016

SAGEPOINT FINANCIAL, INC. (ROCKVILLE MD)

MD

04/24/2000 - 09/22/2015

NYLIFE SECURITIES LLC (BETHESDA MD)

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Licenses & Designations

BC

Issued 05/05/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2006

Series 7 - General Securities Representative Examination

BC

Issued 04/20/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bo Sun.
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