UBS Financial Services
46yrs
Top advisor by experience in Brea
19yrs
Tim Chu
Financial advisor at Strategic Advisers
Tim Chu has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Brea, California. Tim has been with Strategic Advisers since 2025; before that, Tim spent four years at Fidelity Personal and Workplace Advisors and less than a year at Pruco Securities. Tim holds the CFP® designation.
One of 279 advisors with offices in Brea, and one of 261 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?Top 16% by experience at Strategic Advisers
Office815 E Birch St, Brea, CA 92821
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Jun 2020 – Jul 2020Pruco Securities, LLC.Previously
- May 2009 – Feb 2010Chase Investment Services Corp.Previously
- Feb 2009 – May 2009Wamu Investments, Inc.Previously
- May 2007 – Mar 2008MSI Financial Services, Inc.Previously
Contact Tim
(617) 563-7000Firm headquarters in Boston, MA. Ask for Tim. 815 E Birch StBrea, CA 92821Office · Get directions
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Questions to ask Tim
Tailored to Tim’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Tim
How do I contact Tim?
Call Strategic Advisers at (617) 563-7000 and ask for Tim Chu. Tim works from the Brea, CA office.
How long has Tim been a financial advisor?
Tim has been in the industry since 2007, about 19 years. Top 16% by experience at Strategic Advisers.
What licenses does Tim hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Tim a fiduciary?
Tim is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tim paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Tim for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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