Hua Xuan Chen (CRD# 7806432) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iconiq Capital LLC | San Francisco, CA | Aug 2023 - Current | < 1 |
| Unemployed | Richmond Hill, | May 2023 - Aug 2023 | < 1 |
| Full-time Student | Durham, NC | Aug 2022 - May 2023 | < 1 |
| Houlihan Lokey | New York, NY | May 2022 - Aug 2022 | < 1 |
| Full-time Student | Durham, NC | Aug 2021 - May 2022 | < 1 |
| Unemployed | Richmond Hill, | Apr 2021 - Aug 2021 | < 1 |
| Duke University | Durham, NC | Aug 2020 - Apr 2021 | < 1 |
| Unemployed | Richmond Hill, | Jul 2020 - Aug 2020 | < 1 |
| Duke University; Dumac, Inc. | Durham, NC | May 2020 - Jul 2020 | < 1 |
| Duke University | Durham, NC | Jan 2020 - May 2020 | < 1 |
| Full-time Student | Durham, NC | Aug 2019 - Jan 2020 | < 1 |
| Unemployed | Richmond Hill, | Jun 2019 - Aug 2019 | < 1 |
| Full-time Student | North York, | Sep 2018 - Jun 2019 | < 1 |
| Unemployed | Richmond Hill, | Jun 2018 - Sep 2018 | < 1 |
| Full-time Student | North York, | Sep 2017 - Jun 2018 | < 1 |
| Unemployed | Richmond Hill, | Jun 2017 - Sep 2017 | < 1 |
| Full-time Student | North York, | Sep 2016 - Jun 2017 | < 1 |
| Unemployed | Richmond Hill, | Jun 2016 - Sep 2016 | < 1 |
| Full-time Student | North York, | Sep 2015 - Jun 2016 | < 1 |
| Unemployed | Richmond Hill, | Jun 2015 - Sep 2015 | < 1 |
| Full-time Student | North York, | Sep 2014 - Jun 2015 | < 1 |
| Unemployed | North York, | Jun 2014 - Sep 2014 | < 1 |
| Full-time Student | North York, | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- CA
-
Total Assets Under Management84,187MILLIONS
-
Total Number of Accounts1,477ACCOUNTS
-
Average Account Value$56,998,898
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, FL, NY, TX
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