David Yi Luo

Investment adviser representative at Purkiss Capital Advisors, LLC

14 yearsExperience

3 statesRegistered in

CFADesignation

$842.2MFirm assets

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

These describe the firm as a whole, not only this advisor.

14 years in the industry.

Registered as an investment adviser representative in 3 states (CT, PA, TX).

$842.2MAssets managed

409Clients

5Advisers

20 yearsIn business

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.