Chen Li

CFA

Goalvest Advisory LLC

6 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Goalvest Advisory LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

450 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$628.3M

Fee Structure

Minimum Investment:$2M

Location

4 World Trade Center, Suite 2908, New York, NY, 10007

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Goalvest Advisory LLC

March 2024 - Present · 1 yr 11 mos

Previous Registrations

The Ayco Company, L.P.

August 2021 - March 2024 · 2 yrs 7 mos

Goldman Sachs & CO. LLCBroker

October 2019 - March 2024 · 4 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.