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Chi Phan

Etz Advisory LLC

San Francisco, CA

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Current Employers
Etz Advisory Llc

San Francisco, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-02
NY RA APPROVED 2026-06-02
  • CA RA
    APPROVED
    Since 2026-06-02
  • NY RA
    APPROVED
    Since 2026-06-02

Branch Locations

San Francisco, CA • 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
Etz Advisory New York NY 03/2026 Present
Arche Fund – Ninety Eight New York NY 03/2025 02/2026
The Tie Inc. New York NY 06/2022 01/2026
Sbsi – Space V Investment Group New York NY 04/2021 04/2022
Western Michigan University Kalamazoo MI 08/2018 05/2022
Wyoming High School Wyoming MI 06/2016 08/2018
  • 03/2026 → Present
    Etz Advisory
    New York, NY
  • 03/2025 → 02/2026
    Arche Fund – Ninety Eight
    New York, NY
  • 06/2022 → 01/2026
    The Tie Inc.
    New York , NY
  • 04/2021 → 04/2022
    Sbsi – Space V Investment Group
    New York, NY
  • 08/2018 → 05/2022
    Western Michigan University
    Kalamazoo, MI
  • 06/2016 → 08/2018
    Wyoming High School
    Wyoming, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-01
  • S65 Uniform Investment Adviser Law Examination
    2026-05-01

View on SEC IAPD

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