Zhuojie LiuCRD Number: 5595764
Current Firm: Citigroup Global Markets Inc.
Zhuojie Liu (CRD# 5595764) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Flushing, NY and has over 7 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
Altium Wealth Management LLC
|Citigroup Global Markets Inc.||New York, NY||May 2015 - Current||2|
|Aaron & Emma LLC||Queens, NY||Jun 2013 - Current||4|
|J.p. Morgan Securities LLC||New York, NY||Oct 2012 - Current||4|
|Jpmorgan Chase Bank||New York, NY||Mar 2010 - Current||7|
|Chase Investment Services Corp||New York, NY||Mar 2010 - Oct 2012||2|
|J P Turner & Company LLC||Staten Island, NY||Jun 2009 - Feb 2010||< 1|
|Purdue University||West Lafayette, IN||Jul 2007 - May 2009||1|
|Star America Inc.||New York City, NY||May 2005 - Jul 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2009|
|S65||NASAA Investment Advisors Law Examination||Jul 2011|
Total Assets Under Management22,285MILLIONS
Total Number of Accounts42,945ACCOUNTS
Average Account Value$518,927
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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