Chuling Hsiao, financial advisor Cupertino CA
93 score

Chuling Hsiao

CRD Number: 2994866
Current Firm: Eagle Strategies LLC

Chuling Hsiao (CRD# 2994866) is an Investment Advisor Representative working at Eagle Strategies LLC in Cupertino, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Dba Name - Julia Hsiao Insurance & Fianancial Services Cupertino, CA Mar 2003 - Current 13
New York Life Insurance Company San Francisco, CA Dec 1997 - Current 19
Nylife Securities Inc. San Francisco, CA Dec 1997 - Current 19
Golden Gate University School Of Law San Francisco, CA Jul 1996 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Nov 2004
Contact Info for Chuling Hsiao
Phone Number: (888) 695-3245
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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