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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Cheah is a financial advisor with The Colony Group, LLC. Brian has been working in the financial industry for over 8 years and is a licensed investment advisor representative in Missouri. Brian has held previous positions at Wells Fargo Securities, LLC., Evercore Group L.L.C., and International Strategy & Investment Group LLC. Brian has a wide range of experience in financial planning, portfolio management, and other advisory services. Brian is committed to providing personalized financial advice to help clients reach their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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MO
07/01/2024 - Present
THE Colony Group, LLC (CLAYTON MO)
MO
07/29/2016 - 07/11/2018
WELLS FARGO SECURITIES, LLC (St Charles MO)
NY
12/22/2015 - 06/21/2016
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
10/16/2014 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
IA
Issued 08/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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