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Tim Chu

Strategic Advisers LLC

La Habra, CA

Irvine, CA

Brea, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

La Habra, CA • United States

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States

815 E Birch St, Brea, CA 92821-5765 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pruco Securities Llc City Of Industry CA 05/2020 05/2021
Tim Trading Rowland Heights CA 03/2010 07/2021
Auto Club Of California Diamond Bar CA 07/2020 07/2021
Fidelity Investments La Habra CA 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → 05/2021
    Pruco Securities Llc
    City Of Industry, CA
  • 03/2010 → 07/2021
    Tim Trading
    Rowland Heights, CA
  • 07/2020 → 07/2021
    Auto Club Of California
    Diamond Bar, CA
  • 07/2021 → Present
    Fidelity Investments
    La Habra, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2020-06-10 → 2020-07-10
    Pruco Securities, Llc.
    Irvine, CA
    City Of Industry, CA
  • 2009-05-02 → 2010-02-05
    Chase Investment Services Corp.
    Orange, CA
    Newport Beach, CA
    Orange, CA
    Alhambra, CA
  • 2009-02-11 → 2009-05-02
    Wamu Investments, Inc.
    Whittier, CA
    Orange, CA
  • 2007-05-17 → 2008-03-06
    Msi Financial Services, Inc.
    City Of Industry, CA
Other Businesses

OBA-61456|OrgNmn:Tim Trading|Org Addr:Rowland He,California,US|OBA Nature:Ecommerce|Invst Rel:N|Title:Sole Proprietor|Duties:order products and RMA|StrtDt:03-01-10|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-05-04
S66 Uniform Combined State Law Examination 2007-05-07
  • S63 Uniform Securities Agent State Law Examination
    2020-05-04
  • S66 Uniform Combined State Law Examination
    2007-05-07
Designations
Other Names
  • Tim F. Chu
  • Tim Feng Shang Chu
  • Tim Chu
  • Tim F Chu

View on SEC IAPD

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