Angela Liu
Investment adviser representative at Avestar Capital, LLC
11 yearsExperience
1 stateRegistered in
$2.1BFirm assets
9 yearsFirm in business
Are you Angela Liu? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
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.
- Avestar Capital, LLCMay 2025 to now
- UnemployedAug 2015 to May 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Avestar Capital, LLC
$2.1BAssets managed
187Clients
13Advisers
9 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
- 8150681
- Firm CRD
- 287525