Silvia Chi has been an investment adviser representative at Confidence Wealth Management since May 2015, and is not listed among the firm’s executive officers or direct owners.
Confidence Wealth Management, Inc. is a Los Angeles, CA firm with $454M under management, 743 clients and 8 advisers across 2 offices, as of its March 2026 filing.
- – present · 11 yearsFountain Valley, CA · Adviser representative · Firm CRD 127383
Investment adviser representative registrations
Silvia Chi is registered as an investment adviser representative in 2 states. The first approvals date from May 2015; the most recent is Nevada, in January 2021.
- CaliforniaSince 1 May 2015
- NevadaSince 26 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 May 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 February 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 November 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Silvia Bora Chi
- CRD
- 5148881
- Firm
- Confidence Wealth Management · CRD 127383
- Office
- Fountain Valley, CA
- Registration
- Investment adviser registration
- In the industry since
- April 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Silvia Chi work?
Silvia Chi is an investment adviser representative registered through Confidence Wealth Management, Inc. since May 2015, and is not listed among the firm’s executive officers or direct owners.
Is Silvia Chi a financial advisor?
Yes. Silvia Chi has a current investment-adviser registration in California and Nevada, through Confidence Wealth Management since May 2015.
How many years of experience does Silvia Chi have?
Silvia Chi has 11 years in the financial industry, since April 2015, across 1 adviser firm.
What exams has Silvia Chi passed?
Silvia Chi has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in November 2007.
Where is Silvia Chi based?
Silvia Chi’s registered office is in Fountain Valley, CA.
Is Silvia Chi registered with FINRA?
No. Silvia Chi has no current broker registration.
How can I verify Silvia Chi’s record?
Search CRD 5148881 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Silvia Chi’s full registration record.
