Caleb Liao, financial advisor Houston TX

Caleb Liao

CRD Number: 7388437
Current Firm: Fidelity Personal And Workplace Advisors

Caleb Liao (CRD# 7388437) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Houston, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Houston, TX Jun 2021 - Current < 1
Ham-let Usa Inc. Missouri City, TX Jun 2016 - Jun 2021 5
Weir Oil And Gas Houston, TX Nov 2012 - Jun 2016 3
Precision Castparts Corporation Houston, TX Jul 2012 - Nov 2012 < 1
Full-time Education Houston, TX Jun 2011 - Jul 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2021
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Caleb M. Liao
Phone Number: 617-563-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY

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