David X Chu

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → Present
  Citigroup
  Vienna, VA

Previous Registrations

• 2012-04-24 → 2015-04-15
  Pnc Wealth Management Llc
  Ashburn, VA
• 2008-02-04 → 2012-03-12
  Hsbc Securities (Usa) Inc.
  Washington, DC
  Arlington, VA
  Vienna, VA
• 2007-06-15 → 2008-01-28
  Wells Fargo Clearing Services, Llc
  Fairfax, VA
  Mclean, VA
  Vienna, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-14
• S63 Uniform Securities Agent State Law Examination
  1998-07-16

Other Names

• David Chu
• David Xuan Chu
• Vinh Xuan Chu