Anna Chu
Anna Chu is a registered investment advisor at Eagle Strategies LLC, based in New York, NY, with 26 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
420 Lexington Avenue, 14th & 15th Floor, New York, NY, 10170
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anna works as an insurance broker, appointed with various outside carriers to broker non-registered insurance products, since 2015. This activity requires a few hours per week.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Metlife Securities INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Prudential Securities IncorporatedBroker
Cibc World Markets CORP.Broker
Ing Baring (U.S.) Securities, INC.Broker
Gecc Capital Markets Group, INC.Broker
Chase Securities, INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.