George Chuwang Chuang
Investment adviser representative at Continuum Advisory, LLC
17 yearsExperience
1 stateRegistered in
CFADesignation
$1.9BFirm assets
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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
17 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Continuum Advisory, LLCJan 2023 to now
- Triad AdvisorsMar 2023 to Aug 2024
- Transamerica Financial Advisors, Inc.Apr 2009 to Dec 2022
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
Continuum Advisory, LLC
$1.9BAssets managed
3,461Clients
40Advisers
10 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
- 3162477
- Firm CRD
- 283155