Wai Cheung
Wai Cheung is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Brooklyn, NY, with 16 years of industry experience. Wai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1884 86th St, 2nd Floor, Brooklyn, NY, 11214
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wai owns W.C. Tax and Consulting Service, Inc. since 2013, providing tax preparation and filing services, taking nearly full-time. Wai also sells fixed insurance with various companies as an insurance agent, dedicating a few hours per week, and is a part owner of Patron's Favorite, Inc., an online retailer, spending minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Voya Financial Advisors, INC.Broker
Metlife Securities INC.Broker
State Registrations3 states
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