Xiaoxi Chen
Investment adviser representative at Advyzon Investment Management, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$1.7BFirm assets
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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
Experience
13 years in the industry.
- Advyzon Investment Management, LLCJan 2026 to now
- Transglobal Advisory, LLCOct 2022 to Jan 2026
- UnemployedApr 2020 to Oct 2022
- Shang Teng Capital Management CoMay 2019 to Sep 2019
- Win Share AssetJun 2018 to Sep 2018
- Inplusa.comOct 2013 to Mar 2020
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Advyzon Investment Management, LLC
$1.7BAssets managed
61Clients
1Advisers
4 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
- 7712972
- Firm CRD
- 318816