Ilian Li
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ilian Li is an investment adviser representative with Charles Schwab & Co., Inc. in Bethesda, MD, where they have been registered since 2024. They have worked in the securities industry since 2006 and have been registered with 11 firms, including J.p. Morgan Securities LLC and Raymond James Financial Services Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Maryland and Texas.
Office
Advisors at this office: 27
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maryland, Texas
- Broker:
23 states and territories
Alabama, Arizona, Connecticut, Delaware, District of Columbia, Florida, Georgia, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PNC BANKJun 2016 – Jan 2020Bethesda, MD
- PNC InvestmentsJun 2016 – Jan 2020Bethesda, MD
- Raymond James Financial Services IncAug 2020 – Jul 2023Glen Allen, VA
- Raymond James Financial Services Advisors IncAug 2020 – Jul 2023Glen Allen, VA
- Atlantic Union BANKJul 2020 – Jul 2023Reston, VA
- Middleburg FinancialJul 2020 – Jul 2023Reston, VA
- UnemployedFeb 2020 – Jun 2020Potomac, MD
- Jpmorgan Chase BANK NAAug 2023 – May 2024Washington, DC
- Jpmorgan Securities LLCAug 2023 – May 2024Washington, DC
- Charles Schwab & Co., Inc.May 2024 – no end date reportedBethesda, MD
- Charles Schwab Bank SSBMay 2024 – no end date reportedBethesda, MD
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Bethesda, MD
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ilian Li has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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