Lily
Hsieh
Hc Advisors LLC
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About this Advisor
Lily Hsieh is a financial advisor who works out of Atlanta, Georgia with 5 years of relevant experience. Hsieh is on the advisory team at Hc Advisors LLC. Their career trajectory has included roles at Harvest Oak Capital, LLC, Walnut Creek Capital Advisors, LLC and Hc Advisors LLC. Hsieh holds Series 63, Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia. Hc Advisors LLC is a registered investment firm based out of Atlanta, GA. It administers $456 million in assets across its 811 accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 811 accounts, 51% belong to high-net-worth investors who have at least $1 million in investable assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees usually vary depending on the services offered. Fee types billed by Hc Advisors LLC likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hc Advisors LLC Brokerage Details
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$455,865,120
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
8
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811
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$562,102
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Lily Hsieh Work History
Lily has been registered as a financial advisor for 5 years.*
Hc Advisors LLC
Walnut Creek Capital Advisors, LLC
Harvest Oak Capital, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lily Hsieh 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 Hc Advisors LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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