Huy Trieu (CRD# 4501087) is an Investment Advisor Representative working at Key Focus Wealth LLC in San Ramon, CA and has over 20 years of experience in the finance industry. Huy Trieu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Focus Wealth LLC | San Ramon, CA | Feb 2021 - Current | 3 |
| Key Focus Wealth LLC | San Ramon, CA | Oct 2020 - Current | 3 |
| Bellwether Capital Management LLC | San Ramon, CA | Jun 2014 - Feb 2021 | 6 |
| Fidelity Brokerage Services, LLC | Walnut Creek, CA | Jul 2004 - Jun 2014 | 9 |
| Strategic Advisers, Inc. | Walmut Creek, CA | Jul 2004 - Jun 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management28MILLIONS
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Total Number of Accounts76ACCOUNTS
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Average Account Value$365,066
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA
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