Joy Z. Liu

CONNECTIVE WEALTH PARTNERS

SNEADS FERRY, NC

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CRD#: 7861516

Professional summary

Joy Zilan Liu is a registered financial advisor currently at CONNECTIVE WEALTH PARTNERS, LLC located in Sneads Ferry, North Carolina.

Joy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Joy has worked at 2 firms 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.

1) The Financial Gym; Investment-related; Same address; Doing Business As ("DBA") name for investment advisory activity with Connective Wealth Partners, LLC; Investment Advisor Representative; Start date: 06/2025; Full-time position.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joy Zilan Liu'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

July 29, 2025 - Present

CONNECTIVE WEALTH PARTNERS, LLC

RIA

CRD#: 335624

SNEADS FERRY, NC

Past

February 1, 2024 - August 19, 2025

FG ADVISORY SERVICES, LLC.

RIA

CRD#: 329430

Sneads Ferry, NC

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".

CONNECTIVE WEALTH PARTNERS, LLC

CONNECTIVE WEALTH PARTNERS | THE FINANCIAL GYM | CONNECTIVE WEALTH PARTNERS, LLC

CRD#: 335624 / SEC#: 801-132738

RIA

Registered Investment Advisory firm - (5/7/2025 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

North Carolina
(7/29/2025)

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: 1/6/2024

Uniform Investment Adviser Law Examination

Current Firm

CONNECTIVE WEALTH PARTNERS, LLC

CONNECTIVE WEALTH PARTNERS | THE FINANCIAL GYM | CONNECTIVE WEALTH PARTNERS, LLC

CRD#: 335624 / SEC#: 801-132738

RIA

Registered Investment Advisory firm - (5/7/2025 Approved)

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Contact information

Main Address

205 Hudson Street, New York, NY 10013

Mailing Address

Phone number

(603) 498-1854

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CONNECTIVE WEALTH PARTNERS LLC DISCLOSURE BROCHURE (10/14/2025)

Regulatory assets under management

Total Number of Accounts	576
AUM (Assets Under Management)	$ 36,656,856

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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Joy Z. Liu

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joy Zilan Liu's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONNECTIVE WEALTH PARTNERS, LLC

FG ADVISORY SERVICES, LLC.

Primary Firm SEC Registration

CONNECTIVE WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/6/2024

Current Firm

CONNECTIVE WEALTH PARTNERS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONNECTIVE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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