Qichen Liu

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-05-22

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	03/2023	Present
Citibank	Irving	TX	08/2022	03/2023
Joblogic-X	Plano	TX	01/2021	09/2021
Walmart	Plano	TX	05/2020	01/2021
Joblogic-X	Plano	TX	06/2019	05/2020
Ufortune Consulting	Chicago	IL	07/2018	05/2019
Joblogic-X	Plano	TX	11/2017	07/2018
University Of Wisconsin-Madison	Madison	WI	09/2015	05/2017
Unemployed	Madison	WI	06/2017	10/2017
Citibank	Irving	TX	10/2021	08/2022
University Of California, Berkeley	Berkeley	CA	05/2022	Present

03/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
08/2022 → 03/2023

Citibank

Irving, TX
01/2021 → 09/2021

Joblogic-X

Plano, TX
05/2020 → 01/2021

Walmart

Plano, TX
06/2019 → 05/2020

Joblogic-X

Plano, TX
07/2018 → 05/2019

Ufortune Consulting

Chicago, IL
11/2017 → 07/2018

Joblogic-X

Plano, TX
09/2015 → 05/2017

University Of Wisconsin-Madison

Madison, WI
06/2017 → 10/2017

Unemployed

Madison, WI
10/2021 → 08/2022

Citibank

Irving, TX
05/2022 → Present

University Of California, Berkeley

Berkeley, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-22