Peiliang Cui is a CFP-designated registered investment advisor, based in Reston, VA, with 23 years of industry experience. Peiliang is also registered as a broker, so some compensation may come from commissions on products sold.
Location
11700 Bowman Green Dr., Reston, VA, 20190
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Peiliang is the owner of Moller Holdings Inc, a business/management consulting firm, and the President of Cui's Financial Group Inc, a tax preparation/accounting firm, taking about half of his time. He is also a Director of Bedrock Foundation and an agent for Avantax Insurance Agency/Services, selling insurance.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
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
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