Abigail Flores Chao
Investment adviser representative at Cosmos Wealth, LLC
10 yearsExperience
1 stateRegistered in
$191.5MFirm assets
Under 1 yearFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Cosmos Wealth, LLCAug 2026 to now
- Tru Independence Asset Management 2Nov 2024 to Aug 2026
- Ameriprise Financial Services, IncApr 2016 to Nov 2024
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cosmos Wealth, LLC
$191.5MAssets managed
60Clients
4Advisers
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
- 6634409
- Firm CRD
- 341781