Alan Chu has been an investment adviser representative at Global View Capital Management since April 2025, and is not listed among the firm’s executive officers or direct owners.
Global View Capital Management LLC is a Waukesha, WI firm with $775M under management, 3,819 clients and 107 advisers across 6 offices, as of its August 2026 filing.
Alan Chu’s longest registration was 1 year at Acrylic Financial, Inc. (2023–2025). Before joining Global View Capital Management in 2025, Alan Chu was registered through Acrylic Financial, Inc. and Alphastar Capital Management, LLC.
- – present · 1 yearHonolulu, HI · Adviser representative · Firm CRD 158292
- Acrylic Financial, Inc.– · 1 yearFountain Hills, AZ · Adviser representative · Firm CRD 288263
- Alphastar Capital Management, LLC– · 1 yearHonolulu, HI · Adviser representative · Firm CRD 157423
Investment adviser representative registrations
Alan Chu is registered as an investment adviser representative in Hawaii, since April 2025.
- HawaiiSince 21 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 June 2021 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 October 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Alan Tin-Lo Chu
- CRD
- 5831262
- Firm
- Global View Capital Management · CRD 158292
- Office
- 1441 KAPIOLANI BOULEVARD #912, Honolulu, HI 96814
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Alan Chu work?
Alan Chu is an investment adviser representative registered through Global View Capital Management LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Alan Chu a financial advisor?
Yes. Alan Chu has a current investment-adviser registration in Hawaii, through Global View Capital Management since April 2025.
How many years of experience does Alan Chu have?
Alan Chu has 5 years in the financial industry, since July 2021, across 3 adviser firms.
What exams has Alan Chu passed?
Alan Chu has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in October 2011.
Where did Alan Chu work before Global View Capital Management?
Before Global View Capital Management, Alan Chu was registered through Acrylic Financial, Inc., May 2023 to April 2025; Alphastar Capital Management, LLC, June 2021 to May 2023.
Where is Alan Chu based?
Alan Chu’s registered office is in Honolulu, HI.
Is Alan Chu registered with FINRA?
No. Alan Chu has no current broker registration.
How can I verify Alan Chu’s record?
Search CRD 5831262 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alan Chu’s full registration record.
