Daniel Cheng
Investment adviser representative at Kestra Advisory Services, LLC
14 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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
- Pension consulting
Experience
14 years in the industry.
- Kestra Advisory Services, LLCMay 2026 to now
- Kestra Investment Services, LLCMay 2026 to now
- LPL Financial LLCMay 2025 to May 2026
- Cuso Financial Services, LPJun 2022 to May 2025
- Cinfed Federal Credit UnionAug 2021 to May 2025
- Uptown Climbing LLCJan 2020 to Jul 2021
- WalgreensJul 2015 to Jan 2020
- Full Time StudentAug 2012 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (LA).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 7580518
- Firm CRD
- 283330