Stephen Walter Chang
Investment adviser representative at Acts Financial Advisors
13 yearsExperience
3 statesRegistered in
$126.5MFirm assets
2 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
- Seminars and workshops
Experience
13 years in the industry.
- University of VirginiaJul 2025 to now
- Acts Financial AdvisorsMar 2023 to now
- MckinseySep 2021 to Mar 2023
- Virginia DermatologyOct 2020 to Mar 2021
- Capital CollegeJul 2013 to Mar 2022
- United Medical LaboratoriesJul 2013 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
Acts Financial Advisors
Legal name: Acts Financial Advisors, LLC
$126.5MAssets managed
23Clients
2Advisers
2 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
- 7717661
- Firm CRD
- 325930