Audrey ChinCRD Number: 7370078
Current Firm: Fidelity Personal And Workplace Advisors
Audrey Chin (CRD# 7370078) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Francisco, CA and has over 2 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Global Retirement Partners LLC
|Fidelity Investments||San Francisco, CA||Apr 2021 - Current||2|
|J.p. Morgan Chase||Daly City, CA||Jan 2021 - Apr 2021||< 1|
|Whole Foods Market||San Francisco, CA||Jan 2021 - Feb 2021||< 1|
|Milk In It||San Luis Obispo, CA||Sep 2019 - Jan 2021||1|
|Orfalea College Of Business||San Francisco, CA||Sep 2020 - Dec 2020||< 1|
|Fidelity Investments||San Francisco, CA||Jun 2020 - Oct 2020||< 1|
|Sambazon||San Luis Obispo, CA||Mar 2019 - Mar 2020||1|
|805 Kitchen||San Luis Obispo, CA||Oct 2018 - Jun 2019||< 1|
|Unemployed||San Francisco, CA||Aug 2017 - Oct 2018||1|
|Lieff, Cabraser, Heimann & Bernstein, LLP||San Francisco, CA||Jun 2017 - Aug 2017||< 1|
|Unemployed||San Francisco, CA||Aug 2016 - Jun 2017||< 1|
|San Francisco Recreation And Parks||San Francisco, CA||May 2015 - Aug 2016||1|
|Unemployed||San Francisco, CA||Apr 2011 - May 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2021|
|S65||NASAA Investment Advisors Law Examination||Mar 2022|
Total Assets Under Management652,548MILLIONS
Total Number of Accounts1,712,247ACCOUNTS
Average Account Value$381,106
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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