Cheung Wah Chan
Investment adviser representative at Chemistry Wealth Management LLC
14 yearsExperience
1 stateRegistered in
$1.3BFirm assets
5 yearsFirm in business
Are you Cheung Wah 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
Experience
14 years in the industry.
- Chemistry Wealth Management LLCSep 2021 to now
- Ameriprise Financial Services, Inc.Jan 2012 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Chemistry Wealth Management LLC
$1.3BAssets managed
558Clients
7Advisers
5 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
- 5550197
- Firm CRD
- 316069