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LH

Lily M. Hsieh

HC ADVISORS
Sandy Springs, GA 30328
Some features on this profile are disabled
CRD#: 4920024
LH

Professional summary

Lily Melinda Hsieh, who also goes by Lily Hsieh, is a registered financial advisor currently at HC ADVISORS LLC located in Sandy Springs, Georgia.

Lily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Lily has worked at 6 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lily Hsieh

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lily Melinda Hsieh's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 19, 2018 - Present

HC ADVISORS LLC

Office #1: 750 Hammond Drive Building 1, Suite 200, Sandy Springs, GA 30328
RIA
CRD#: 165200
Sandy Springs, GA
Past

January 21, 2011 - January 29, 2016

WALNUT CREEK CAPITAL ADVISORS, LLC

BD
CRD#: 131856
ATLANTA, GA
Past

April 24, 2009 - February 22, 2010

LIHTC SECURITIES, LLC

BD
CRD#: 13178
ALTANTA, GA
Past

September 24, 2008 - March 18, 2009

STANFORD GROUP COMPANY

RIA
CRD#: 39285
ATLANTA, GA
Past

November 2, 2007 - March 18, 2009

STANFORD GROUP COMPANY

BD
CRD#: 39285
ATLANTA, GA
Past

June 30, 2005 - November 6, 2007

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

May 17, 2005 - June 30, 2005

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HA
HC ADVISORS LLC
HC ADVISORS LLC

CRD#: 165200 / SEC#: 801-77058

RIA
Registered Investment Advisory firm - (8/22/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(6/19/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/15/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/22/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/27/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/29/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/16/2005
General Securities Representative Examination

Current Firm

HA
HC ADVISORS LLC
HC ADVISORS LLC

CRD#: 165200 / SEC#: 801-77058

RIA
Registered Investment Advisory firm - (8/22/2012 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
750 Hammond Drive Building 1, Suite 200, Sandy Springs, GA 30328
Mailing Address
Phone number
(404) 705-4593
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HC ADVISORS LLC PART 2 BROCHURE (3/6/2026)

Regulatory assets under management

Total Number of Accounts751
AUM (Assets Under Management)$ 491,508,088

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HC ADVISORS LLC

CRD#: 165200Sandy Springs, GA 30328

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