Si
Chen
Eagle Strategies LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Si Chen is a financial advisor based in Fremont, California. Chen is on the advisory team at Eagle Strategies LLC. Throughout their career, Chen has worked at Wells Fargo Bank Na, Wells Fargo Clearing Services LLC, California State University, Los Angeles, Cozzia Usa, Hallmark Aviation Services, New York Life Insurance Co, Nylife Securities LLC and Eagle Strategies LLC. Chen has Series 63 and Series 66 licenses, qualifying them as a securities agent, and can work in California. Eagle Strategies LLC is an advisory firm operating out of New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 employees. It controls $17 billion in assets under management between its 87,580 accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 175 charitable organizations. Of its 87,580 accounts, 17% are held by high-net-worth clients who have at least $1 million in assets available to invest. Eagle Strategies LLC provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on the type of financial services offered. However, fees charged by Eagle Strategies LLC likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Si Chen Work History
Si has been registered as a financial advisor for 0 years.*
Eagle Strategies LLC
New York Life Insurance Co
Nylife Securities LLC
Wells Fargo Clearing Services LLC
Wells Fargo Bank Na
California State University, Los Angeles
Cozzia Usa
Hallmark Aviation Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Si Chen 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 Eagle Strategies LLC
Monroe, LA
Roseville, CA
San Mateo, CA
Tacoma, WA
Matthews, NC
Thousand Oaks, CA
Madison, CT
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
