UBS Financial Services
47yrs
Top advisor by experience in Pasadena
23yrs
Li Sun
Financial advisor at Merrill
Li Sun has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Pasadena, California. After three years at Banc of America Investment Services, Li joined Merrill in 2009, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 70% of advisors at Merrill
Office800 E Colorado Blvd, Pasadena, CA 91101
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMerrillCurrent firm
- 2007 – 2009Banc of America Investment Services, Inc.Previously
Contact Li
(800) 637-7455Firm headquarters in New York, NY. Ask for Li. 800 E Colorado BlvdPasadena, CA 91101Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Li
Tailored to Li’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Li
How do I contact Li?
Call Merrill at (800) 637-7455 and ask for Li Sun. Li works from the Pasadena, CA office.
How long has Li been a financial advisor?
Li has been in the industry since 2004, about 23 years. More experience than 70% of advisors at Merrill.
What licenses does Li hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Li a fiduciary?
Li is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Li paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Li for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Pasadena
Morgan Stanley
47yrs
Sean Kennally
Financial advisor
55 South Lake Avenue Pasadena Towers - Tower II Suite 700
Pasadena, CA 91101
Pasadena, CA 91101
Top 1% by experience in Pasadena
Wedbush Securities
46yrs
Top 1% by experience in Pasadena
Wedbush Securities
46yrs
Top 1% by experience in Pasadena
Morgan Stanley
46yrs
Alan Whitman
Financial advisor
55 South Lake Avenue Pasadena Towers - Tower II Suite 700
Pasadena, CA 91101
Pasadena, CA 91101
Top 1% by experience in California