David ChuCRD Number: 3067158
Current Firm: Citigroup Global Markets Inc.
David Chu (CRD# 3067158) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Reston, VA and has over 24 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Citigroup||Vienna, VA||Apr 2015 - Current||8|
|Pnc Bank||Ashburn, VA||Mar 2012 - Apr 2015||3|
|Pnc Investments||Pittsburgh, PA||Mar 2012 - Apr 2015||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 2007|
Total Assets Under Management34,864MILLIONS
Total Number of Accounts53,776ACCOUNTS
Average Account Value$648,319
- 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, WY
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