Emily Liao
Investment adviser representative at Plum Street Advisors, LLC
10 yearsExperience
4 statesRegistered in
$462.8MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Plum Street Advisors, LLCSep 2026 to now
- UnemploymentDec 2025 to Sep 2026
- Barclays Capital IncJul 2018 to Nov 2025
- BarclaysJun 2017 to Aug 2017
- Cornell UniversityAug 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, MA, NY).
Plum Street Advisors, LLC
$462.8MAssets managed
183Clients
6Advisers
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
- 6812492
- Firm CRD
- 283917