LS
Liting N. Shao
EDEN INTELLIGENCE FINANCIAL
Mercer Island, WA
Some features on this profile are disabled
CRD#: 7818164
LS
Professional summary
Liting Nmn Shao is a registered financial advisor currently at EDEN INTELLIGENCE FINANCIAL located in Mercer Island, Washington.
Liting is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Liting has worked at 1 firm and has passed the Series 65 exam.
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.
Liting Shao is a licensed insurance agent. Name of outside business: Eden Consulting ; Is the business investment related? No; Location of the business: 522 W RIVERSIDE AVE STE N SPOKANE Washington 99201-0580 United States; oba street address: 522 W RIVERSIDE AVE STE N; Position Title: CFO consultant; Responsibilities Duties: CFO Consultant; Start date with business: 2024-10-04;Hours per month devoted to business during trading hours: 0.08;Hours per month devoted to business outside trading hours: 0.33; Percentage of total yearly compensation expected to be derived from the business: 5;Will an IRS form for income earned be received? Yes; Name of outside business: Trident; Location of the business: 5303 Shilshole Ave NW Seattle WA 98107 USA; oba street address: 5303 Shilshole Ave NW; Description of the business: Trident Seafoods is a seafood company in the United States that harvests primarily wild-caught seafood in Alaska. Anchored in Alaska, with an additional 28 processing, production, and sales facilities located around the world, Trident's global reach helps it fulfill its Mission of responsibly sharing wild Alaska seafood with the world. Position Title: Finance Director; Responsibilities Duties: Manage Corporate Financial Planning, Forecasting, and Analysis for Trident Seafood; Start date with business: 2025-02-25; Hours per month devoted to business during trading hours: 63; Hours per month devoted to business outside trading hours: 105; Percentage of total yearly compensation expected to be derived from the business: 87; Will an IRS form for income earned be received: Yes;
CRS (Client Relationship Summary) - RIA
Click below to view Liting Nmn Shao'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
February 16, 2024 - Present
EDEN INTELLIGENCE FINANCIAL
RIA
CRD#: 328617
Mercer Island, WA
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(11/26/2024)
IAR
Washington(2/16/2024)
Current Firm
EI
EDEN INTELLIGENCE FINANCIAL
EDEN INTELLIGENCE FINANCIAL | EDEN INTELLIGENCE FINANCIAL LLC
CRD#: 328617 / SEC#: 801-129398
RIA
Registered Investment Advisory firm - (6/6/2025 Terminated)California
Registered Investment Advisory firm - (11/7/2025 Termination Requested)Washington
Registered Investment Advisory firm - (11/7/2025 Termination Requested)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Mercer Island, WA
Mailing Address
8285 Se 61st, Mercer Island, WA 98040
Phone number
+1 (206) 756-1039
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 3,381,655 |
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.
