Cynthia Ng
Investment adviser representative at Leo Wealth Americas, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$512.3MFirm assets
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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 feeOther
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.
- Leo Wealth Americas, LLCMay 2026 to now
- Three Capital PartnersFeb 2025 to Feb 2026
- UnemployedJan 2024 to Feb 2025
- Goldman Sachs Asia L.L.CSep 2015 to Dec 2023
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Leo Wealth Americas, LLC
$512.3MAssets managed
984Clients
21Advisers
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
- 8268271
- Firm CRD
- 338799