Chen Li
Investment adviser representative at Goalvest Advisory LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$777.6MFirm 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
Experience
13 years in the industry.
- Goalvest Advisory LLCFeb 2024 to now
- The Ayco Company LPSep 2019 to now
- Goldman SachsSep 2019 to Feb 2024
- UnemployedMay 2019 to Sep 2019
- New SecuritiesFeb 2019 to May 2019
- United NationsMay 2018 to Aug 2018
- Anything But BeerOct 2017 to Jan 2018
- Syracuse UniversitySep 2017 to Jun 2019
- UnemploymentJun 2017 to Sep 2017
- Shenwan Hongyuan SecuritiesJan 2017 to May 2017
- Wuhan University of TechnologyFeb 2014 to Jun 2017
- N/aOct 2013 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Goalvest Advisory LLC
$777.6MAssets managed
487Clients
6Advisers
7 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
- 7178292
- Firm CRD
- 285374