Catherine
Hsu

Magnolia Capital Asset Management LLC

CRD#4738294
Investment Advisor
in Irvine, CA

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About this Advisor

Catherine Hsu is a financial advisor based out of Irvine, California with a total of 1 year of relevant experience. Hsu currently works for Magnolia Capital Asset Management LLC. Hsu has gained experience at Stephen A. Kohn & Associates, LTD, Alpha Strategies Investment Consulting, Magnolia Capital Management LLC, Magnolia Capital Group, Colorado Financial Service Corporation, Magnolia Capital Asset Management LLC and Five 9 Securities, LLC. Hsu holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in California. Magnolia Capital Asset Management LLC is a financial advisory firm operating in Irvine, California.

Certifications and Registrations

Series 66

Years Registered*

1 year

Office Location

100 Spectrum Center Drive Suite 900
Irvine, CA 92618

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Catherine Hsu Work History

Catherine has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Magnolia Capital Asset Management LLC

2014 - Present (10 years)

Magnolia Capital Management LLC

2017 - 2022 (5 years)

Colorado Financial Service Corporation

2016 - 2016 (< 1 year)

Five 9 Securities, LLC

2015 - 2017 (2 years)

Alpha Strategies Investment Consulting

2014 - 2014 (< 1 year)

Stephen A. Kohn & Associates, LTD

2009 - 2014 (5 years)

Magnolia Capital Group

*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 Catherine Hsu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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.

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