Chih-hsuan ChienCRD Number: 5274048
Current Firm: Citigroup Global Markets Inc.
Chih-hsuan Chien (CRD# 5274048) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Fremont, CA and has over 9 years of experience in the finance industry.
Altos Investments, Inc.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Citigroup Global Markets Inc.||Fremont, CA||Feb 2014 - Current||2|
|Bank Of America, N.a.||San Jose, CA||Aug 2013 - Feb 2014||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Jose, CA||Mar 2013 - Feb 2014||< 1|
|Unemployed||San Ramon, CA||Sep 2012 - Mar 2013||< 1|
|Hsbc Bank Usa||Fremont, CA||Sep 2009 - Sep 2012||3|
|Unemployed||San Ramon, CA||Apr 2009 - Aug 2009||< 1|
|Banc Of America Investment Services, Inc.||Los Gatos, CA||Jan 2007 - Apr 2009||2|
|Bank Of America, N.a.||San Jose, CA||Nov 2005 - Apr 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2007|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management22,285MILLIONS
Total Number of Accounts42,945ACCOUNTS
Average Account Value$518,927
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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