Osaic Wealth
27yrs
Top advisor by experience in Eastvale
4yrs
Xi Li
Financial advisor at Merrill
Xi Li has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Eastvale, California. Xi joined Merrill in 2023, 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 12 advisors with offices in Eastvale, and one of 12 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office12511 Limonite Ave, Eastvale, CA 91752
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowMerrillCurrent firm
Contact Xi
(800) 637-7455Firm headquarters in New York, NY. Ask for Xi. 12511 Limonite AveEastvale, CA 91752Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Xi
Tailored to Xi’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 Xi
How do I contact Xi?
Call Merrill at (800) 637-7455 and ask for Xi Li. Xi works from the Eastvale, CA office.
How long has Xi been a financial advisor?
Xi has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Xi hold?
Series 66. Tap any license on this page to see what it allows.
Is Xi a fiduciary?
Xi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Xi paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Xi 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
Merrill
24yrs
Top 17% by experience in Eastvale
Cetera Investment Advisers
23yrs
Top 25% by experience in Eastvale
Park Avenue Securities
21yrs
More experience than 67% of advisors in Eastvale
LPL Financial
19yrs
More experience than 58% of advisors in Eastvale
Osaic Wealth
18yrs
More experience than 57% of advisors nationwide