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Felix W Cheng

Schwab Wealth Advisory, Inc.

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About Felix W Cheng

Felix Cheng has been a registered financial professional since 1991, and is currently a registered representative with Schwab Wealth Advisory, Inc.. Felix has over 30 years of experience in the financial services industry and holds a Series 7, Series 8, Series 9, Series 10, Series 63, and Series 66 license. Felix is registered to provide investment advisory services in California and Texas.

Firm Information

Felix Cheng is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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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.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Felix Cheng’s Registration & Firm History

CA

01/06/2020 - Present

Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)

OR

08/16/1994 - 04/10/1997

MARKETING ONE SECURITIES, INC. (PORTLAND OR)

NY

02/18/1994 - 07/21/1994

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

TX

05/31/1991 - 01/26/1994

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 11/16/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/28/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/15/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 3 public disclosures for Felix W Cheng. Review regulatory record here.
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