Mei Tin Cheung
Investment adviser representative at Rise Private Wealth Management
11 yearsExperience
1 stateRegistered in
CFADesignation
$0Firm 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
Experience
11 years in the industry.
- Rise Private Wealth ManagementSep 2026 to now
- Ameriprise Financial Services, LLCSep 2023 to Sep 2026
- Self-employedApr 2020 to Sep 2023
- Park Avenue SecuritiesOct 2019 to Apr 2020
- Guardian Life Insurance Company of AmericaJun 2019 to Apr 2020
- UnemployedJul 2018 to Jun 2019
- Cfa InstituteOct 2015 to Jul 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Rise Private Wealth Management
Legal name: Rpwm Partners, LLC
$0Assets managed
0Clients
57Advisers
Under 1 yearIn 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
- 4815426
- Firm CRD
- 343846