Chen
Li
Goalvest Advisory LLC
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About this Advisor
Chen Li is a financial advisor based in New York, New York, working with Goalvest Advisory LLC. Chen has previously held positions at The Ayco Company Lp, New Securities, United Nations, Anything But Beer, Syracuse University, Shenwan Hongyuan Securities, Wuhan University Of Technology, Goldman Sachs, and Goalvest Advisory LLC. Chen has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Chen is part of Goalvest Advisory LLC, which operates out of New York, New York. The firm has 7 employees and manages assets totaling $463.4 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Goalvest Advisory LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Goalvest Advisory LLC Brokerage Details
$463,392,076
7
1,039
$445,998
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Chen Li Work History
Goalvest Advisory LLC
The Ayco Company Lp
Goldman Sachs
New Securities
United Nations
Anything But Beer
Syracuse University
Shenwan Hongyuan Securities
Wuhan University Of Technology
N/A
Disclosures
Please visit the SEC profile of Chen Li 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 Goalvest Advisory LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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