Investment adviser representative · Cerity Partners LLC
Winky Liu
CRD 8088768 · Mill Valley, CA
At a glance
Winky Liu is an investment adviser representative with Cerity Partners LLC in Mill Valley, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Winky’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Cerity Partners LLCSince May 2025Mill Valley, CA · $162B in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Winky’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.