Sai ying Shai Chu
Investment adviser representative at Capital Analysts
13 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Capital AnalystsJan 2024 to now
- Lincoln InvestmentJan 2024 to now
- AgiaDec 2022 to Jan 2024
- Valic Financial Advisors, Inc.Jul 2019 to Jan 2024
- The National Leadership AcademiesApr 2015 to Oct 2018
- Torpedo Factory Art CenterJul 2013 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (VA).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7113527
- Firm CRD
- 162200