Investment adviser representative · Highlands Asset Management, Inc.
Li Liu
CRD 4661100 · Highlands Ranch, CO
At a glance
Li Liu is an investment adviser representative with Highlands Asset Management, Inc. in Highlands Ranch, CO, according to the SEC’s Investment Adviser Public Disclosure records. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Highlands Asset Management, Inc.Since October 2025Highlands Ranch, CO · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2025
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Li’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.