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Andrew Liu

Investment adviser representative at MKT Advisors LLC
11 yearsExperience
1 stateRegistered in
$463.7MFirm assets
14 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 assets

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. MKT Advisors LLCSep 2025 to now
  2. UnemployedMay 2025 to Sep 2025
  3. California Wealth AdvisorsJan 2025 to May 2025
  4. Rosewood MiramarNov 2024 to Jan 2025
  5. Kinecta Wealth ManagementJul 2024 to Nov 2024
  6. Ritz Carlton BacaraDec 2022 to Oct 2024
  7. Ucsb RecreationNov 2021 to Dec 2022
  8. UcsbAug 2020 to May 2024
  9. UnemployedOct 2015 to Nov 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (CA).

MKT Advisors LLC

$463.7MAssets managed
383Clients
4Advisers
14 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
7964150
Firm CRD
163833
Advisor's SEC record (opens in a new tab)
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