B. Riley Wealth Advisors
43yrs
Top advisor by experience in Brooklyn
11yrs
Andy Liang
Financial advisor at Sylo Planning
Based in Brooklyn, New York, Andy Liang is a fiduciary financial advisor with 11 years of industry experience. Andy joined Sylo Planning in 2024, after eight years at Charles Schwab & CO.. Andy holds the CFP® designation.
One of 579 advisors with offices in Brooklyn, and one of 507 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
OfficeBrooklyn, NY
FirmSylo Planning
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.06 million
States licensed ?1 state
Services through Sylo Planning
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowSylo PlanningCurrent firm
- 2016 – 2024Charles Schwab & CO., Inc.Previously
Contact Andy
(929) 552-3200Sylo Planning main office Brooklyn, NYOffice · Get directions Firm websitewww.syloplanning.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Andy
Tailored to Andy’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Andy
How do I contact Andy?
Call Sylo Planning at (929) 552-3200 and ask for Andy Liang. Andy works from the Brooklyn, NY office.
How long has Andy been a financial advisor?
Andy has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Andy hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Andy a fiduciary?
Andy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andy paid?
Sylo Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Andy 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.
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