Shuoyuan Liu

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 07/2018 → 08/2021
  Jpmorgan Securities Llc
  Plano, TX
• 04/2015 → 01/2021
  Us Army
  Denton, TX
• 02/2013 → 05/2018
  Prime Systems
  Dallas, TX
• 04/2019 → Present
  We Do It, Llc.
  Dallas, TX
• 08/2021 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2018-11-01 → 2021-08-07
  J.P. Morgan Securities Llc
  Plano, TX
  Plano, TX
  Plano, TX
  Plano, TX
  Plano, TX
  Plano, TX
  Plano, TX
  Plano, TX
  Plano, TX
  San Antonio, TX
  Plano, TX
  Plano, TX
  Plano, TX
  Plano, TX
  Plano, TX
  Plano, TX

Other Businesses

Entity Name: We Do IT LLC Investment related: No Address: Dallas, TX Nature of the other business: Amazon Online Store -Products include Home Decorations, Personal Care, Apparels, Accessories, etc. Position/Title/Relationship: Director/Officer/Owner Start Date: 19-Apr-2019 Approximate # of hours a month: 10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Store Manager -Responsible for general management of the store

Exams

• S66 Uniform Combined State Law Examination
  2018-10-24

Designations

• Chartered Financial Analyst

Other Names

• Steve Liu