Tina Chan, financial advisor San Francisco CA
93 score

Tina Chan

CRD Number: 4507273
Current Firm: Intellectus Partners, LLC

Tina Chan (CRD# 4507273) is an Investment Advisor Representative working at Intellectus Partners, LLC in San Francisco, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments, Inc. Albany, NY Aug 2015 - Current 2
Intellectus Partners, LLC San Francisco, CA Jul 2015 - Current 2
Deutsche Bank Securities Inc. San Francisco, CA Jul 2010 - Jun 2015 4
Fidelity Investments San Francisco, CA Apr 2010 - Jul 2010 < 1
Unemployed San Francisco, CA Jul 2009 - Mar 2010 < 1
Thomas Weisel Partners LLC San Francisco, CA Mar 2007 - Jul 2009 2
Linsco/private Ledger San Bruno, CA Apr 2004 - Mar 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Tina C. Chan
Phone Number: 415-795-7830
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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