Xinyue Ge
Investment adviser representative at Fiduciary Capital Management LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$149.8MFirm 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Fiduciary Capital Management LLCJun 2026 to now
- UnemployedMar 2025 to May 2026
- Shanghai Guoye LtdDec 2024 to Mar 2025
- Minsai Language SchoolOct 2024 to Dec 2024
- Shanghai Hddy CpaFeb 2024 to Oct 2024
- Crains CommunicationsMay 2018 to Feb 2024
- UnemployedDec 2017 to May 2018
- Lloyd Park, LLCJul 2016 to Dec 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
Fiduciary Capital Management LLC
$149.8MAssets managed
74Clients
14Advisers
Under 1 yearIn 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
- 6238613
- Firm CRD
- 340618