AS
Andrew Shi Yi Lieu
CRD 5189147
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Roundview Capital, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Roundview Capital, Llc
Partner · 10% – 25% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗