Yuanyuan Liu
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2023 to now
- UBS Financial Services IncMay 2022 to Jan 2023
- People 2.0 Global Inc.Mar 2022 to May 2022
- Synergy Services Inc / TalentwaveOct 2021 to May 2022
- NoneJun 2021 to Oct 2021
- Marsh USA, Inc.Nov 2019 to Jun 2021
- Ho Foods LLCFeb 2018 to Jul 2018
- Kcal P&c Insurance ServicesOct 2017 to Nov 2019
- University of California, Los AngelesSep 2015 to Jun 2017
- Tea Kitchen IncMar 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7452980
- Firm CRD
- 7691