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Christine Y Chui

Tortuga Wealth Management

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About Christine Y Chui

Christine Chui is a financial advisor at Tortuga Wealth Management. Christine has been in the financial services industry since 2001, working with clients on a variety of financial planning needs. Christine is registered with FINRA as a Registered Representative and is a Registered Investment Advisor. Christine holds the Series 7, Series 66 and SIE licenses. Christine has experience with high net worth individuals and corporations, specializing in financial planning, portfolio management, and investment advisory services. Christine also holds several real estate properties in California.

Firm Information

Christine Chui is currently registered with Tortuga Wealth Management. Tortuga Wealth Management is a registered investment advisor based in Torrance, CA. They provide financial planning, portfolio management for individuals and businesses, and selection of other advisors. Tortuga Wealth Management manages approximately $156 million in assets for 507 accounts.
Tortuga Wealth Management

1957 CARSON STREET

TORRANCE, CA 90501

$156.01M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christine Chui’s Registration & Firm History

CA

04/22/2021 - Present

Tortuga Wealth Management (TORRANCE CA)

CA

06/04/2018 - 05/22/2019

LPL FINANCIAL LLC (TORRANCE CA)

CA

07/14/2014 - 07/12/2016

LPL FINANCIAL LLC (MONROVIA CA)

CA

08/01/2001 - 07/19/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)

NY

04/24/2001 - 06/27/2001

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/30/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christine Y Chui.
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