William Chen
Investment adviser representative at Tandem Capital Management, Inc.
11 yearsExperience
4 statesRegistered in
$279.7MFirm assets
35 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 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.
- Tandem Capital Management, Inc.Jan 2018 to now
- Clsa AmericasJul 2015 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, NY, WA).
Tandem Capital Management, Inc.
Legal name: Tandem Capital Management Corp
$279.7MAssets managed
93Clients
4Advisers
35 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
- 7531815
- Firm CRD
- 107856