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Inactive

Chen Li

Goalvest Advisory LLC

New York, NY

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Current Employers
Goalvest Advisory Llc

4 World Trade Center, Suite 2908, New York, NY 10007 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-03-22
  • NY RA
    APPROVED
    Since 2024-03-22

Branch Locations

4 World Trade Center, Suite 2908, New York, NY 10007 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ayco Company Lp Albany NY 09/2019 Present
Unemployed Syracuse NY 05/2019 09/2019
New Securities New York NY 02/2019 05/2019
United Nations New York NY 05/2018 08/2018
Anything But Beer New York NY 10/2017 01/2018
Syracuse University Syracuse NY 09/2017 06/2019
Unemployment Wenzhou 06/2017 09/2017
Shenwan Hongyuan Securities Wenzhou 01/2017 05/2017
Wuhan University Of Technology Wuhan 02/2014 06/2017
Goldman Sachs Albany NY 09/2019 02/2024
Goalvest Advisory Llc New York NY 02/2024 Present
N/A N/A XX 10/2013 12/2016
  • 09/2019 → Present
    The Ayco Company Lp
    Albany, NY
  • 05/2019 → 09/2019
    Unemployed
    Syracuse, NY
  • 02/2019 → 05/2019
    New Securities
    New York, NY
  • 05/2018 → 08/2018
    United Nations
    New York, NY
  • 10/2017 → 01/2018
    Anything But Beer
    New York, NY
  • 09/2017 → 06/2019
    Syracuse University
    Syracuse, NY
  • 06/2017 → 09/2017
    Unemployment
    Wenzhou
  • 01/2017 → 05/2017
    Shenwan Hongyuan Securities
    Wenzhou
  • 02/2014 → 06/2017
    Wuhan University Of Technology
    Wuhan
  • 09/2019 → 02/2024
    Goldman Sachs
    Albany, NY
  • 02/2024 → Present
    Goalvest Advisory Llc
    New York, NY
  • 10/2013 → 12/2016
    N/A
    N/A, XX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-21
S63 Uniform Securities Agent State Law Examination 2019-11-17
  • S66 Uniform Combined State Law Examination
    2021-08-21
  • S63 Uniform Securities Agent State Law Examination
    2019-11-17
Designations

View on SEC IAPD

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