Yan-jung Liu
Investment adviser representative at Moneta Group Investment Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$50.5BFirm 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
11 years in the industry.
- Moneta Group Investment Advisors, LLCNov 2024 to now
- UnemployedJul 2024 to Oct 2024
- Felicitas Global PartnersNov 2021 to Jun 2024
- UnemployedMay 2018 to Nov 2021
- Felicitas Investors LLCJun 2015 to May 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
Moneta Group Investment Advisors, LLC
$50.5BAssets managed
9,163Clients
254Advisers
37 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
- 6567096
- Firm CRD
- 104727