Kaili Chen is an investment adviser representative (IAR) with state registration records since 2025, appearing at 2 firms. Currently registered with PATHSTONE.
| Firm | From | To | Current |
|---|---|---|---|
| PATHSTONE | 2025-03-06 | present | Yes |
| TRILOGY CAPITAL, INC. | 2025-02-12 | 2025-02-12 | — |