Tina
Chan
Intellectus Partners, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Tina Chan is a financial advisor operating in San Francisco, California who has 8 years of relevant experience. Chan is currently employed by Intellectus Partners, LLC. Their career trajectory has included roles at Deutsche Bank Securities Inc, Intellectus Partners, LLC and Purshe Kaplan Sterling Investments, Inc. Chan maintains Series 63 and Series 66 licenses, designating them as a securities agent, and can work in California. Intellectus Partners, LLC is an advisory business headquartered in San Francisco, CA. The investment advisory business has a total of 13 employees. It has $1 billion in assets among its 766 client accounts, making it one of the bigger firms in the country by assets under management. Of its 766 client accounts, 96% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by Intellectus Partners, LLC can consist of some combination of asset-based, fixed and performance-based 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.
Intellectus Partners, LLC Brokerage Details
$1,024,856,954
13
766
$1,337,933
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Tina Chan Work History
Tina has been registered as a financial advisor for 8 years.*
Intellectus Partners, LLC
Purshe Kaplan Sterling Investments, Inc
Deutsche Bank Securities Inc
*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 Tina Chan 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 Intellectus Partners, LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Charlotte, NC
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.
