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Chi fung Cheng

Fifth Third Securities, Inc.

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About Chi fung Cheng

Chi Fung Cheng is a financial professional registered with Fifth Third Securities, Inc. located in NEW YORK, NY. Chi Fung Cheng has been in the industry since October 10, 2009, and has passed the Series 7, Series 63 and SIE exams. Chi Fung Cheng is also registered in 52 states. Previously, Chi Fung Cheng worked at JANNEY MONTGOMERY SCOTT LLC, FIRST NEW YORK SECURITIES L.L.C., MPS FIXED INCOME LLC, and PALI CAPITAL, INC.

Firm Information

Chi fung Cheng is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

50 Rockefeller Plaza

NEW YORK, NY 10020

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

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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percentage of assets

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

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Chi fung Cheng’s Registration & Firm History

NY

08/05/2016 - Present

Fifth Third Securities, Inc. (NEW YORK NY)

NY

03/07/2016 - 07/28/2016

JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)

NY

11/07/2012 - 09/22/2015

JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)

NY

02/16/2010 - 10/05/2012

FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)

NY

06/07/2011 - 10/04/2012

MPS FIXED INCOME LLC (NEW YORK NY)

NY

03/19/2009 - 05/11/2010

PALI CAPITAL, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 1/19/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/17/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chi fung Cheng.
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