Eddie Chewkwong Chan
Investment adviser representative at Perennial Financial Services
13 yearsExperience
1 stateRegistered in
$2.5BFirm assets
9 yearsFirm in business
Are you Eddie Chewkwong Chan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Perennial Financial ServicesJul 2022 to now
- LPL FinancialJul 2022 to now
- Perennial Investment Advisors, LLCJul 2022 to Jul 2022
- Ameriprise Financial Services, Inc.Oct 2009 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (CA).
Perennial Financial Services
Legal name: Perennial Investment Advisors, LLC
$2.5BAssets managed
3,229Clients
49Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2290613
- Firm CRD
- 286477