Sirui Liang

$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	2024-06-27

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	02/2024	Present
Cornell University	Ithaca	NY	08/2022	12/2023
Wellington Management Company	Boston	MA	06/2023	08/2023
Unemployed	Beijing		02/2022	07/2022
Susquehanna International Group	Shanghai		07/2021	01/2022
Yue Capital	Beijing		02/2021	07/2021
University Of California, Berkeley	Berkeley	CA	08/2016	05/2020
Unemployed	Beijing		06/2020	12/2020
Beijing Experimental High School Attached To Beijing Normal Univ	Beijing		09/2013	08/2016

02/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
08/2022 → 12/2023

Cornell University

Ithaca, NY
06/2023 → 08/2023

Wellington Management Company

Boston, MA
02/2022 → 07/2022

Unemployed

Beijing
07/2021 → 01/2022

Susquehanna International Group

Shanghai
02/2021 → 07/2021

Yue Capital

Beijing
08/2016 → 05/2020

University Of California, Berkeley

Berkeley, CA
06/2020 → 12/2020

Unemployed

Beijing
09/2013 → 08/2016

Beijing Experimental High School Attached To Beijing Normal Univ

Beijing

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-26