Andrew Lieu, financial advisor Princeton NJ

Andrew Lieu

CRD Number: 5189147
Current Firm: Roundview Capital, LLC

Andrew Lieu (CRD# 5189147) is an Investment Advisor Representative working at Roundview Capital, LLC in Princeton, NJ and has over 17 years of experience in the finance industry. Andrew Lieu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Roundview Capital, LLC Princeton, NJ May 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2006
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Andrew S. Lieu
Phone Number: 609-688-9500
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,410
    MILLIONS
  • Total Number of Accounts
    1,603
    ACCOUNTS
  • Average Account Value
    $879,591
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 pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States

CA, CO, CT, FL, GA, IL, MA, MD, ME, MO, NC, NJ, NY, OR, PA, TX, VA

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