Simone Liu
Investment adviser representative at Aire Advisors, LLC
15 yearsExperience
1 stateRegistered in
$1BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Aire Advisors, LLCAug 2022 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2022
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Aire Advisors, LLC
$1BAssets managed
369Clients
12Advisers
5 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
- 4953292
- Firm CRD
- 307450