Atti Liu
Professional summary
Atti Liu is a registered financial professional currently at CANTOR FITZGERALD & CO. located in San Francisco, California.
Atti is registered as a RR (Registered Representative) and started their career in finance in 2025. Atti has worked at 2 firms and has passed the Series 79TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Atti Liu's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 22, 2026 - Present
CANTOR FITZGERALD & CO.
Office #1: One Sansome St. 41st Floor, San Francisco, CA 94104February 25, 2026 - June 5, 2026
UNION SQUARE ADVISORS LLC
July 11, 2025 - January 20, 2026
UNION SQUARE ADVISORS LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 79TO
Date: 7/11/2025
Investment Banking Registered Representative ExaminationFINRA
Current Firm
CANTOR FITZGERALD & CO.
CRD#: 134 / SEC#: , 8-201
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CFS CF & CO I HOLDINGS, L.P. | MANAGING GENERAL PARTNER | |
| ANZALONE, THOMAS JOSEPH | CHIEF OPERATIONS OFFICER/PRINCIPAL OPERATIONS OFFICER | 1161513 |
| BANDELIER, PASCAL DANIEL | CO-CHIEF EXECUTIVE OFFICER/GLOBAL HEAD OF EQUITIES | 4424051 |
| CFLP CF&CO I HOLDINGS, L.P. | LIMITED PARTNER | |
| KELLY, SAGE NOLAN | CO-CHIEF EXECUTIVE OFFICER /GLOBAL HEAD OF INVESTMENT BANKING | 2528122 |
| MERKEL, STEPHEN MARCUS | EXECUTIVE MANAGING DIRECTOR, CHIEF LEGAL OFFICER, GENERAL COUNSEL & SECRETARY | 2366318 |
| SALINAS, DANNY | CHIEF FINANCIAL OFFICER | 6184109 |
| SHIELDS, WILLIAM MICHAEL | CHIEF COMPLIANCE OFFICER | 2380166 |
| WALL, CHRISTIAN DOUGLAS | CO-CHIEF EXECUTIVE OFFICER/GLOBAL HEAD OF FIXED INCOME | 2751397 |
Disclosures
| Regulatory Event | 97 |
Red Flags
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Company Information
CANTOR FITZGERALD & CO.
CRD#: 134San Francisco, CA 94104TRUST BUT VERIFY
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