Xinyue Ge

FIDUCIARY CAPITAL MANAGEMENT

Chciago, IL

CRD#: 6238613

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Professional summary

Xinyue Ge, who also goes by Valerie Ge, is a registered financial advisor currently at FIDUCIARY CAPITAL MANAGEMENT LLC located in Chciago, Illinois.

Xinyue is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Xinyue has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Valerie Ge

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 Xinyue Ge'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 2, 2026 - Present

FIDUCIARY CAPITAL MANAGEMENT LLC

RIA

CRD#: 340618

Chciago, IL

Past

November 29, 2016 - December 8, 2017

LLOYD PARK, LLC

RIA

CRD#: 174032

EVANSTON, IL

Past

October 6, 2014 - December 10, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

LAS VEGAS, NV

Past

May 27, 2014 - December 10, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

LAS VEGAS, NV

Past

November 26, 2013 - May 8, 2014

SCOTTRADE, INC.

CRD#: 8206

LAS VEGAS, NV

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

Illinois
(6/2/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/21/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/6/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/10/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/25/2013

General Securities Representative Examination

Current Firm

FIDUCIARY CAPITAL MANAGEMENT LLC

FIDUCIARY CAPITAL MANAGEMENT LLC | FIDUCIARY CM

CRD#: 340618 / SEC#: 801-135523

RIA

Registered Investment Advisory firm - (3/12/2026 120-Day Approval)

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Contact information

Main Address

1621 Central Ave, Cheyenne, WY 82001

Mailing Address

Phone number

(503) 515-1313

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDUCIARY CAPITAL MANAGEMENT LLC (2/8/2026)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 5,000

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.

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Advisor Monitoring

Firm Stability Insights

Xinyue Ge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Xinyue Ge's CRS (Customer Relationship Summary).

Certified licenses

Experience

LLOYD PARK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

SCOTTRADE, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/2016

Series 63

Date: 1/6/2014

SIE

Date: 12/10/2015

Series 7

Date: 11/25/2013

Current Firm

FIDUCIARY CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIDUCIARY CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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