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Advisors / Connecticut / West Hartford
2yrs

Andy Li

Financial advisor at Apella Wealth

West Hartford, CT 06107Fiduciary advisor
Call the officeDirections

At a glance

Experience2 years (since 2025)
How that compares ?2 years in the industry
Office65 Memorial Drive Suite C340, West Hartford, CT 06107
How the firm is paid ?Percent of assets, Other
States licensed ?1 state

Services through Apella Wealth

Financial planningInvestment management for individuals and small businesses

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.

Uniform Investment Adviser Law Examination

Career

  1. Sep 2026 – now
    Apella WealthCurrent firm
  2. Jan 2025 – Sep 2026
    Morris Financial Concepts, Inc.Previously

Questions to ask Andy

Tailored to Andy’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Apella Wealth at 860.785.2260 and ask for Andy Li. Andy works from the West Hartford, CT office.

How long has Andy been a financial advisor?

Andy has been in the industry since 2025, about 2 years. 2 years in the industry.

What licenses does Andy hold?

Series 65. 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?

Apella Wealth reports being paid by a percentage of the assets they manage, other fees. Ask Andy for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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