AdvisorOS Directory
Claim Profile
BC

Brian Matthew Chin

CREDIT SUISSE SECURITIES (USA) LLC·NEW YORK, New York
Unclaimed Profile
11 MADISON AVENUE, NEW YORK, NY 10010CRD# 4679495Firm CRD# 816
01

About

Brian Matthew Chin is a registered financial advisor based in NEW YORK, New York, affiliated with CREDIT SUISSE SECURITIES (USA) LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CREDIT SUISSE SECURITIES (USA) LLC
CREDIT SUISSE SECURITIES (USA) LLC
AUM
$805M
Regulatory assets under management
Employees
39
Total firm employees
View all advisors at CREDIT SUISSE SECURITIES (USA) LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: TRANSACTION-BASED FEE
Regulatory
SEC/IARD CRD# 4679495
Firm CRD# 816
19 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

Browse NEW YORK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brian Matthew Chin offer?
Brian Matthew Chin specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Brian Matthew Chin's credentials?
Brian Matthew Chin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Matthew Chin located?
Brian Matthew Chin is based in NEW YORK, New York, working with CREDIT SUISSE SECURITIES (USA) LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Brian Matthew Chin charge for services?
Brian Matthew Chin's firm is compensated through percentage of aum, performance-based fees, other: transaction-based fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CREDIT SUISSE SECURITIES (USA) LLC?
CREDIT SUISSE SECURITIES (USA) LLC has approximately 39 employees and manages $805M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEW YORK
Gabriel Justin Riopel — ROOSEVELT MANAGEMENT COMPANY LLCWilliam Huyett — MIO PARTNERS, INC.Remy Briand — MSCI ESG RESEARCH LLCGlenn Mathew Shor — J.F. LEHMAN AND COMPANY LLCHarvey Wacht — SHUFRO, ROSE & CO., LLC
Nearby cities in New York
ROCHESTER (219)WHITE PLAINS (203)SYRACUSE (160)PURCHASE (160)BUFFALO (132)
City Guides
ROCHESTER GuideWHITE PLAINS GuideSYRACUSE GuidePURCHASE GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile