Xinyu Chen (CRD# 5796096) is an Investment Advisor Representative working at Gaoan Capital Management LLC in Atherton, CA and has over 3 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gaoan Capital Management LLC | Atherton, CA | Sep 2020 - Current | 3 |
| Gaoan Investment Holdings LLC | Santa Clara, CA | May 2017 - Sep 2020 | 3 |
| Citaldel LLC | New York, NY | May 2015 - May 2017 | 2 |
| Waddell & Reed Financial Inc. | Shawnee Mission, KS | Jan 2010 - May 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- CA
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$4,100,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
CA
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