Eng Y Lian

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2016 → 02/2017
  Unemployed
  Old Bridge, NJ
• 03/2017 → 10/2019
  Citigroup
  East Brunswick, NY
• 01/2020 → 02/2022
  Hsbc Bank Usa, N.A.
  Arlington Heights, IL
• 05/2022 → 06/2023
  Citizens Securities
  New York, NY
• 11/2023 → Present
  Edward Jones
  St Louis, MO
• 07/2023 → 11/2023
  Unemployed
  Old Bridge, NJ

Previous Registrations

• 2022-05-11 → 2023-06-29
  Citizens Securities, Inc.
  Carteret, NJ
  New York, NY
  New York, NY
  Jersey City, NJ
  Edison, NJ
  Albany, NY
  Perth Amboy, NJ
  Jersey City, NJ
• 2020-02-18 → 2022-02-22
  Hsbc Securities (Usa) Inc.
  Chicago, IL
  Edison, NJ
• 2017-03-16 → 2019-11-07
  Citigroup Global Markets Inc.
  Flushing, NY
  Greenwich, CT
  Elmhurst, NY
  Bay Shore, NY
  Long Island City, NY
• 2016-04-15 → 2016-05-12
  Firstrade Advisor, Llc
  Flushing, NY
• 2007-05-29 → 2014-05-23
  Citigroup Global Markets Inc.
  East Brunswick, NJ
  Elmhurst, NY
• 2007-03-21 → 2007-05-29
  Citicorp Investment Services
  Elmhurst, NY
• 2006-06-08 → 2006-11-28
  Hsbc Securities (Usa) Inc.
  Wilmington, DE
  New York, NY
  New York, NY
• 2004-06-17 → 2004-10-01
  Td Ameritrade, Inc.
  Red Bank, NJ

Exams

• S66 Uniform Combined State Law Examination
  2003-05-30
• S63 Uniform Securities Agent State Law Examination
  1995-12-13

Other Names

• Eng Yen Lian