Chiahua
Hsu

Citigroup Global Markets Inc

CRD#6267898
Investment Advisor
in Los Angeles, CA

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About this Advisor

Chiahua Hsu is a financial advisor based in Los Angeles, California, working with Citigroup Global Markets Inc. Chiahua has previously held positions at Bancwest Investment Services, Bank Of The West, East West Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Jp Morgan Securities, LLC, Jp Morgan Chase Bank, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, and Citigroup. Chiahua has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California. Currently, Chiahua is part of Citigroup Global Markets Inc, which operates out of Los Angeles, California. The firm has 742 offices and 7,830 employees. The firm manages assets totaling $40.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, and other services. The fee structure at Citigroup Global Markets Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Citi Private Bank 300 South Grand Avenue, 31St Floor, Suite 3130
Los Angeles, CA 90071

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$40,516,482,275

CA Average: $7,464,549,021
Total Number of Employees

7,830

CA Average: 88
Total Number of Accounts

53,880

CA Average: 3,892
Average Account Size

$751,976

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other

Chiahua Hsu Work History

2023 - Present (1 year)

Citigroup

2018 - 2023 (5 years)

Jp Morgan Securities, LLC

2018 - 2023 (5 years)

Jp Morgan Chase Bank, N.A

2017 - 2018 (1 year)

East West Bank

2017 - 2018 (1 year)

Cetera Investment Services LLC

2017 - 2018 (1 year)

Cetera Investment Advisers LLC

2016 - 2017 (1 year)

Bancwest Investment Services

2016 - 2017 (1 year)

Bank Of The West

2013 - 2015 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Please visit the SEC profile of Chiahua Hsu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Citigroup Global Markets Inc

Daniel Gardner
New York, NY
Lavendel Williams
Jacksonville, FL
Dongyue Lyu
Alhambra, CA
Samphors Chea
San Antonio, TX
Olga Stroganova
Brooklyn, NY
Sefora Angeles
Beverly Hills, CA
Yun Bai
Fountain Valley, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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