Si
Chen
Eagle Strategies LLC
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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
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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
Buffalo, NY
South Jordan, UT
Conrad, MT
Madison, CT
Fairfax, VA
Nashua, NH
Chicago, IL
Thousand Oaks, CA
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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