Alice Li
Investment adviser representative at Modern Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.9BFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- Modern Wealth Management, LLCApr 2025 to now
- Wealthspire AdvisorsApr 2022 to Apr 2025
- The Colony Group, LLCSep 2020 to Feb 2022
- Tgm Consulting Services, LLCFeb 2020 to Aug 2020
- T&t Consulting Services, LLCNov 2017 to Nov 2019
- Empire Leasing Inc.Jul 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
Modern Wealth Management, LLC
$10.9BAssets managed
11,934Clients
161Advisers
3 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
- 7458785
- Firm CRD
- 324624