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May H Cheung

CW Advisors, LLC

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About May H Cheung

May Cheung is a financial advisor with CW Advisors, LLC. May has been in the industry since 1997 and has experience providing financial advice to high net worth individuals and charitable organizations. May has a strong background in financial planning and portfolio management. May holds a Series 7, Series 63 and SIE licenses, as well as the Certified Financial Planner designation. May has previously worked with Westminster Financial Securities, Inc., and Pinnacle Advisory Group. May is registered to provide investment advisory services in Florida.

Firm Information

May Cheung is currently registered with CW Advisors, LLC. CW Advisors, LLC is a Boston-based investment advisory firm with over $6.9 billion in regulatory assets under management. They provide financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. CW Advisors serves a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors.
CW Advisors, LLC

155 SEAPORT BLVD

BOSTON, MA 02210

$6.92B

Assets Under Management

9

Total Clients

51

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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May Cheung’s Registration & Firm History

MA

04/29/2021 - Present

CW Advisors, LLC (BOSTON MA)

FL

12/10/2004 - 10/06/2015

WESTMINSTER FINANCIAL SECURITIES, INC. (MIAMI FL)

OH

10/13/1998 - 12/31/2002

WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)

AZ

10/15/1997 - 10/15/1998

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 07/28/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/06/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for May H Cheung.
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