Stacey Chin Liu

Employer firm

Treehouse Wealth Advisors CRD 292016

$597M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 04/2018
  Sf Sentry Securities, Inc.
  San Francisco, CA
• 04/2018 → Present
  Garrison Point Advisors, Llc
  Walnut Creek, CA
• 06/2014 → 04/2018
  San Francisco Sentry Investment Group
  San Francisco, CA
• 05/2023 → Present
  Garrison Point Advisors, Llc
  Walnut Creek, CA

Previous Registrations

• 2014-06-27 → 2018-04-10
  San Francisco Sentry Investment Group
  San Francisco, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-08-17
• S66 Uniform Combined State Law Examination
  2014-06-27

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Stacey Chin
• Stacey Uan Chin
• Stacey Lian Chin