GF
CFA
GF
CFA

Georgiana Fung

20 Years of Experience
Cresskill, NJ

Georgiana Fung is a CFA-designated registered investment advisor at Cirrus Research, LLC, based in Cresskill, NJ, with 20 years of industry experience. Georgiana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients.

Compensation
Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Cresskill, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cirrus Research, LLC
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Cirrus Research, LLCBroker
January 2011 - July 2024 · 13 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2002 - September 2007 · 4 yrs 11 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.