Chih Hsuan Chien

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

• 02/2014 → Present
  Citigroup Global Markets Inc
  Fremont, CA

Previous Registrations

• 2013-06-26 → 2014-03-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA

Other Businesses

Rental Property - Fremont, CA; Investment-related; Affiliation started on 11/29/2021; Title: Owner; Duties: Rental property jointly owned, with wife. We contracted professional property management company Belong Home to manage the property; our involvement is minimum; 0 hours devoted each month during securities trading hours; 1 hours devoted each month outside securities trading hours.Approved Activity: Rental Property San Ramon, CA//Is the outside business investment-related, per the definition given below? YES//What is the date the rental/real estate affiliation started? 09/02/2025//What is your title (e.g., owner, landlord, partner, etc.)? Owner//What are your duties? (Be brief) Rental property jointly owned by my wife Li Zhang and myself, we contracted professional property management company Belong Home to manage, our involvement is minimal//How many hours do you devote to the outside business each month during securities trading hours? 0//How many hours do you devote to the outside business each month outside of securities trading hours? 1 -5

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-14
• S63 Uniform Securities Agent State Law Examination
  2007-02-26

Other Names

• Michael Chien
• Michael Chien
• Chih-Hsuan Chien