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Amanda Joan Cheng

Alight Financial Advisors, LLC

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About Amanda Joan Cheng

Amanda Cheng is a financial advisor who has been in the industry since June 2003. Amanda is registered as an Investment Advisor Representative in Illinois and currently works at Alight Financial Advisors, LLC. Amanda is a Series 65 license holder. Amanda specializes in providing financial planning and portfolio management services for individuals. Amanda and Alight Financial Advisors, LLC serve a variety of clients, but they are particularly focused on individuals other than high-net-worth.

Firm Information

Amanda Cheng is currently registered with Alight Financial Advisors, LLC. Alight Financial Advisors, LLC is an investment advisor registered with the SEC and located in Charlotte, NC. The firm manages approximately $10 billion to $50 billion in assets for individuals. They offer a range of services including financial planning, portfolio management, and educational seminars. They are also a participant in wrap fee programs.
Alight Financial Advisors, LLC

9335 HARRIS CORNERS PARKWAY

CHARLOTTE, NC 28269

$33.74B

Assets Under Management

Not reported

Total Clients

69

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Set-up fees and related services

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Amanda Cheng’s Registration & Firm History

NC

09/24/2013 - Present

Alight Financial Advisors, LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 09/23/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amanda Joan Cheng.
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