Xue yi Liao
Investment adviser representative at Assetmark, Inc.
12 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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
Experience
12 years in the industry.
- Assetmark, Inc.Sep 2019 to now
- Assetmark Brokerage, LLCAug 2019 to now
- Assetmark Financial Holdings, Inc.Feb 2019 to now
- GuidepointJun 2018 to Feb 2019
- Ann, IncMay 2017 to Dec 2017
- Trinity College Underground CoffeehouseSep 2015 to May 2018
- Trinity CollegeSep 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 7177474
- Firm CRD
- 109018