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Tingwei Chiang

Investment adviser representative at Cutler Investment Group
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm 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

13 years in the industry.

  1. Cutler Investment GroupFeb 2018 to now
  2. Cutler Investment Counsel, LLCFeb 2018 to now
  3. Pacific Portfolio ConsultingJul 2013 to Jan 2018

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (WA).

Cutler Investment Group

Legal name: Cutler Investment Counsel, LLC

$1.5BAssets managed
1,074Clients
21Advisers
22 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
5112049
Firm CRD
128483
Advisor's SEC record (opens in a new tab)
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