Lilian
Lo

Vivaldi Capital Management Lp

CRD#4929414
Investment Advisor
in San Ramon, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Lilian Lo is a financial advisor based in San Ramon, California, working with Vivaldi Capital Management Lp. Lilian has previously held positions at Fidelity Brokerage Services LLC, Strategic Wealth Advisors Group, Vivaldi Capital Management LLC, and Lpl Financial LLC. Lilian has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Lilian is part of Vivaldi Capital Management Lp, which operates out of San Ramon, California. The firm has 4 offices and 57 employees. The firm manages assets totaling $3.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Vivaldi Capital Management Lp includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

2010 Crow Canyon Place - Suite 100
San Ramon, CA 94583

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Vivaldi Capital Management Lp Brokerage Details

Total Assets Under Management

$3,727,839,086

CA Average: $6,674,516,078
Total Number of Employees

57

CA Average: 44
Total Number of Accounts

6,627

CA Average: 2,564
Average Account Size

$562,523

CA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Lilian Lo Work History

2017 - Present (8 years)

Vivaldi Capital Management LLC

2016 - 2017 (1 year)

Strategic Wealth Advisors Group

2015 - 2017 (2 years)

Lpl Financial LLC

2005 - 2015 (10 years)

Fidelity Brokerage Services LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Lilian Lo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vivaldi Capital Management Lp

Ilya Zlotnik
Chicago, IL
Meaghan Wirtz
Chicago, IL
Jan Shijie Qin
Chicago, IL
Abigail Phillips
Chicago, IL
Andrew Sternberg
Chicago, IL
David Sternberg
Chicago, IL
Michael Peck
Chicago, IL
Brian Quinn
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started