Lily Tu
Investment adviser representative at Sage Advisory Services Ltd Co
17 yearsExperience
1 stateRegistered in
$28.4BFirm assets
30 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Sage Advisory Services Ltd CoApr 2020 to now
- JPMorgan Chase Bank, N.A.Nov 2017 to Mar 2020
- JPMorgan Securities, LLC.Nov 2017 to Mar 2020
- Morgan StanleyJul 2009 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sage Advisory Services Ltd Co
$28.4BAssets managed
14,363Clients
42Advisers
30 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
- 4997611
- Firm CRD
- 106236