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Mark Hwaley Chao

Vestech Asset Management Inc.

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About Mark Hwaley Chao

Mark Hwaley Chao is a financial advisor at Vestech Asset Management Inc. based in Saint Louis, Missouri. Mark has been in the financial services industry since 2010. He holds Series 7, 63 and 65 licenses. Mark provides financial planning and portfolio management for individuals. He also helps clients achieve their financial goals through investment products and services. Mark is committed to providing personalized financial advice and building long-term relationships with his clients.

Firm Information

Mark Chao is currently registered with Vestech Asset Management Inc.. Vestech Asset Management Inc. is an investment advisor registered with the SEC. They provide financial planning and portfolio management services to individuals. They have approximately 82,427,479 in assets under management and serve 303 clients.

$82.43M

Assets Under Management

Not reported

Total Clients

16

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 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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Mark Chao’s Registration & Firm History

MO

04/17/2019 - Present

Vestech Asset Management Inc. (SAINT LOUIS MO)

MO

12/26/2017 - 04/02/2019

FARMERS FINANCIAL SOLUTIONS, LLC (UNIVERSITY CITY MO)

MO

07/19/2010 - 12/31/2016

WORLD EQUITY GROUP, INC. (MARYLAND HEIGHTS MO)

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Licenses & Designations

BC

Issued 08/16/2010

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/02/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Hwaley Chao.
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