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Andrew Liu

MKT ADVISORS LLC
SANTA BARBARA, CA 93101
Some features on this profile are disabled
CRD#: 7964150
AL

Professional summary

Andrew Liu, who also goes by Andrew Chi Lun Liu, is a registered financial advisor currently at MKT ADVISORS LLC located in Santa Barbara, California.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Andrew has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andrew Chi Lun Liu

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 Andrew 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

December 2, 2025 - Present

MKT ADVISORS LLC

Office #1: 10 E Yanonali St, Santa Barbara, CA 93101
RIA
CRD#: 163833
SANTA BARBARA, CA

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".
MA
MKT ADVISORS LLC
JOBE WEALTH MANAGEMENT LLC | MKT ADVISORS LLC

CRD#: 163833 / SEC#: 801-76469

RIA
Registered Investment Advisory firm - (5/11/2012 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
California
(12/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/1/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/18/2024
Securities Industry Essentials Examination

Current Firm

MA
MKT ADVISORS LLC
JOBE WEALTH MANAGEMENT LLC | MKT ADVISORS LLC

CRD#: 163833 / SEC#: 801-76469

RIA
Registered Investment Advisory firm - (5/11/2012 Approved)
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Contact information

Main Address
900 Canterbury Place Suite 340, Escondido, CA 92025
Mailing Address
Phone number
(760) 658-8780
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (11 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

MKT ADVISORS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (11/12/2025)

Regulatory assets under management

Total Number of Accounts961
AUM (Assets Under Management)$ 422,577,650

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

MKT ADVISORS LLC

CRD#: 163833Santa Barbara, CA 93101

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