Huy G. Trieu
Professional summary
Huy Gia Trieu, CFP®, who also goes by Wei Gia Trieu, is a registered financial advisor currently at KEY FOCUS WEALTH LLC located in San Ramon, California.
Huy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Huy has worked at 5 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Huy Gia Trieu's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
February 22, 2021 - Present
KEY FOCUS WEALTH LLC
Office #1: 2603 Camino Ramon Suite 418, San Ramon, CA 94583June 23, 2014 - February 11, 2021
BELLWETHER CAPITAL MANAGEMENT LLC
July 28, 2004 - June 26, 2014
FIDELITY BROKERAGE SERVICES LLC
July 23, 2004 - June 26, 2014
STRATEGIC ADVISERS LLC
June 4, 2003 - June 23, 2004
WADDELL & REED
April 30, 2003 - June 23, 2004
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/22/2021)
Exams
Current Firm
KEY FOCUS WEALTH LLC
CRD#: 311827 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 75 |
| AUM (Assets Under Management) | $ 31,600,000 |
Red Flags
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Company Information
KEY FOCUS WEALTH LLC
CRD#: 311827San Ramon, CA 94583TRUST BUT VERIFY
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