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Kai chong Cheng

Investment adviser representative at Nfsg Corporation
6 yearsExperience
2 statesRegistered in
$1.1BFirm assets
18 yearsFirm in business

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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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

6 years in the industry.

  1. Nfsg CorporationNov 2018 to now
  2. Newbridge Financial Services GroupOct 2018 to now
  3. Newbridge Securities CorporationNov 2019 to Jan 2021
  4. Affinity Capital Management LLCMar 2015 to Oct 2018

Exams passed

  • Series 66 · Uniform Combined State Law2005
  • Series 65 · Uniform Investment Adviser Law2015
  • Series 63 · Uniform Securities Agent State Law2019

State registrations

Registered as an investment adviser representative in 2 states (DC, NY).

Nfsg Corporation

$1.1BAssets managed
3,096Clients
75Advisers
18 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
4987533
Firm CRD
130814
Advisor's SEC record (opens in a new tab)
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