Chiahsin Lu (CRD# 6811201) is an Investment Advisor Representative working at Cl Family Consulting LLC in Lexington, MA and has over 5 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cl Family Consulting LLC | Lexington, MA | Dec 2019 - Current | 4 |
| Unemployed | Lexington, MA | Aug 2019 - Dec 2019 | < 1 |
| Mts Health Partners, LP | New York, NY | Jul 2018 - Aug 2019 | 1 |
| Mts Securities, LLC | New York, NY | Jul 2018 - Aug 2019 | 1 |
| Mts Securities, LLC | New York, NY | Jul 2018 - Aug 2019 | 1 |
| Unemployed | New York, NY | Jan 2018 - Jun 2018 | < 1 |
| Cornell University | Ithaca, NY | Aug 2014 - Dec 2017 | 3 |
| Guggenheim Partners | New York, NY | Jun 2017 - Aug 2017 | < 1 |
| Kerburn Rose Us | New York, NY | Jan 2016 - Aug 2016 | < 1 |
| Kerburn Rose | New York, NY | Jan 2016 - Aug 2016 | < 1 |
| Deloitte | Taipei, | Jun 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2018 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- MA
- NV
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Selection of other advisers (including private fund managers)
MA, NV
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