Sheryl Haochen Liu
Investment adviser representative at American Fundstars
10 yearsExperience
1 stateRegistered in
$332.7MFirm assets
4 yearsFirm in business
Are you Sheryl Haochen 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- American FundstarsMar 2026 to now
- Self-employedJun 2022 to Dec 2025
- Yifang Taiwanese Fruit TeaMar 2020 to Mar 2021
- University of Southern CaliforniaAug 2018 to Jun 2023
- UnemployedJul 2018 to Aug 2018
- Louisville High SchoolMar 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
American Fundstars
Legal name: American Fundstars Financial Group LLC
$332.7MAssets managed
463Clients
15Advisers
4 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
- 8248628
- Firm CRD
- 315860