HL
Han Liu
BANYAN LAKE CAPITAL
SAN MATEO, CA
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CRD#: 5818383
HL
Professional summary
Han Liu is a registered financial advisor currently at BANYAN LAKE CAPITAL LLC located in San Mateo, California.
Han is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Han has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Han Liu's 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®
NoneExperience
Current
September 11, 2025 - Present
BANYAN LAKE CAPITAL LLC
RIA
CRD#: 337806
SAN MATEO, CA
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
California(9/11/2025)
Exams
Current Firm
BL
BANYAN LAKE CAPITAL LLC
BANYAN LAKE CAPITAL LLC
CRD#: 337806 / SEC#:
California
Registered Investment Advisory firm - (9/11/2025 Approved)PREMIUM
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Contact information
Main Address
San Mateo, CA
Mailing Address
Phone number
(650) 730-8293
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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