Mingqi Jennifer Li
Investment adviser representative at Arkadios Wealth Advisors
12 yearsExperience
1 stateRegistered in
$8.8BFirm assets
9 yearsFirm in business
Are you Mingqi Jennifer Li? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Arkadios Wealth AdvisorsApr 2025 to now
- Arkadios CapitalJul 2023 to now
- Capitan Investment Ltd. (formerly Sahara Energy Ltd.)Aug 2021 to now
- Portunes LLCApr 2020 to now
- Horizon Capital Advisors LLCJan 2020 to now
- Synertone Communication Corp. (1613.hk)Oct 2016 to now
- Neo-neon Holdings Limited (1868.hk)Aug 2014 to now
- Emerson Equity LLCApr 2019 to Jul 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Arkadios Wealth Advisors
Legal name: Arkadios Wealth Advisors LLC
$8.8BAssets managed
14,886Clients
223Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4871851
- Firm CRD
- 288863