linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Zhen Liu

Clipper Advisor LLC

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

About Zhen Liu

Zhen Liu is a financial advisor with Clipper Advisor LLC in GREENWICH, CT. Zhen has been in the industry since 1995 and has worked for several firms, including UBS Securities LLC, BANC OF AMERICA SECURITIES LLC, RBC DOMINION SECURITIES CORPORATION, and D. E. SHAW SECURITIES, L.P. Zhen specializes in portfolio management for individuals and has a strong background in equity trading. Zhen is also a Chartered Financial Analyst. Zhen's firm, Clipper Advisor LLC, is a registered investment advisor that provides portfolio management services to individuals. The firm manages approximately $4,228,000 in assets for 14 clients. Clipper Advisor LLC charges fees based on a percentage of assets under management and performance-based fees.

Firm Information

Zhen Liu is currently registered with Clipper Advisor LLC. Clipper Advisor LLC is an investment advisor that manages approximately $4.2 million for 14 high-net-worth individuals. They specialize in portfolio management for individuals.

$4.23M

Assets Under Management

Not reported

Total Clients

1

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

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

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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.

Zhen Liu’s Registration & Firm History

CT

03/14/2022 - Present

Clipper Advisor LLC (GREENWICH CT)

CT

03/15/2005 - 02/05/2007

UBS SECURITIES LLC (STAMFORD CT)

NY

10/27/2000 - 07/30/2003

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

10/16/1998 - 04/20/2000

RBC DOMINION SECURITIES CORPORATION (NEW YORK NY)

NY

08/14/1995 - 10/07/1998

D. E. SHAW SECURITIES, L.P. (NEW YORK NY)

Not sure if Zhen Liu is right for you?

Licenses & Designations

BC

Issued 08/31/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/2002

Series 24 - General Securities Principal Examination

BC

Issued 05/10/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/23/1996

Series 3 - National Commodity Futures Examination

BC

Issued 08/11/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zhen Liu.
Not sure if Zhen Liu is right for you?