Irene ay-luen Tsai
Investment adviser representative at Foster & Motley Inc
11 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$2.9BFirm assets
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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
- Seminars and workshops
Experience
11 years in the industry.
- Foster & Motley, Inc.May 2026 to now
- Touchstone Securities, Inc.Feb 2025 to Apr 2026
- Fort Washington Investment Advisors, Inc.Nov 2024 to Apr 2026
- Johnson Investment CounselJun 2015 to Nov 2024
Designations
- CFP® certification
- CFA
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Foster & Motley Inc
Legal name: Foster & Motley, Inc.
$2.9BAssets managed
926Clients
29Advisers
29 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
- 5985830
- Firm CRD
- 106905