Hui-chen Chen, financial advisor Los Altos CA

Hui-chen Chen

CRD Number: 4557356
Current Firm: Citigroup Global Markets Inc.

Hui-chen Chen (CRD# 4557356) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Los Altos, CA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup Global Markets Inc. Los Altos, CA Jun 2021 - Current 2
Wells Fargo Clearing Services, LLC San Jose, CA Nov 2016 - Jun 2021 4
Wells Fargo Advisors San Jose, CA May 2012 - Nov 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Hui-chen Chen
Phone Number: 212-816-6000
Firm Website: http://www.citi.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    34,864
    MILLIONS
  • Total Number of Accounts
    53,776
    ACCOUNTS
  • Average Account Value
    $648,319
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other
Types of Clients
Registered States

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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