Shengyi Mao is a registered investment advisor at Sima Retirement Solutions, LLC, based in North Chesterfield, VA, with 2 years of industry experience. Shengyi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $300/hr
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Location
720 Moorefield Park Drive, Suite 140, North Chesterfield, VA, 23235
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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.
Learn about disclosures →Employment History
Current Registrations
Sima Retirement Solutions, LLC
January 2024 - Present · 2 yrs 3 mos
Sima Wealth Partners, LLC
January 2024 - Present · 2 yrs 3 mos
State Registrations1 state
VA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.