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William Sy Cheng

Cohen & Steers Securities, LLC

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About William Sy Cheng

William Cheng is an active investment professional with Cohen & Steers Securities, LLC. He has held his current role since February 5, 2024. William Cheng has successfully passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO).

Firm Information

William Cheng is currently registered with Cohen & Steers Securities, LLC. Cohen & Steers Securities, LLC is a Limited Liability Company formed in November 2001 and registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

12

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.

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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William Cheng’s Registration & Firm History

NY

02/05/2024 - Present

Cohen & Steers Securities, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/04/2024

Series 99TO - Operations Professional Examination

BC

Issued 10/22/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Sy Cheng.
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