Wai Chu, financial advisor Elmhurst NY

Wai Chu

CRD Number: 6561551
Current Firm: Transamerica Financial Advisors, Inc.

Wai Chu (CRD# 6561551) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Elmhurst, NY and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
He Property Holding LLC Kingwood, TX Jun 2021 - Current < 1
Flics Elmhurst, NY Jan 2020 - Current 1
Debtmerica Santa Ana, CA Sep 2017 - Current 4
Transamerica Financial Advisors, Inc. Elmhurst, NY Sep 2015 - Current 6
World Financial Group, Inc. Elmhurst, NY Nov 2014 - Current 6
Nyu Medical Center New York, NY Jul 2004 - Current 17
Mount Sinai Medical Center New York, NY Apr 1994 - Current 27
Fete LLC New York, NY May 2010 - Dec 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2015
S65 NASAA Investment Advisors Law Examination Mar 2018
Contact Info for Wai P. Chu
Phone Number: 727-299-1800
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    2,071
    MILLIONS
  • Total Number of Accounts
    52,745
    ACCOUNTS
  • Average Account Value
    $39,264
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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