Tian Hu (CRD# 7685845) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has 1 year of experience in the finance industry. Tian Hu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
CRD# 1492056
Fortune Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Leo Brokerage | New York, NY | Jan 2023 - Current | 1 |
| Pictet Cie & SA | Hong Kong, | Sep 2019 - Dec 2022 | 3 |
| First Republic Investment Management | New York, NY | Apr 2018 - Jun 2019 | 1 |
| New York Private Bank And Trust | New York, NY | Jun 2013 - Mar 2018 | 4 |
- TX
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Total Assets Under Management1,518MILLIONS
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Total Number of Accounts3,937ACCOUNTS
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Average Account Value$385,688
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- 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)
AZ, CA, CO, CT, FL, GA, IA, IN, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OK, PA, TX, VA
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