Sylvia
Chin

Morling Financial Advisors, LLC

CRD#4761985
Investment Advisor
in Fremont, CA

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About this Advisor

Sylvia Chin is a financial advisor based in Fremont, California, working with Morling Financial Advisors, LLC. Sylvia has previously held a position at Morling Financial Advisors, LLC. Sylvia has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Sylvia is part of Morling Financial Advisors, LLC, which operates out of Fremont, California. The firm has 2 offices and 17 employees. The firm manages assets totaling $607.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Morling Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

39355 California Street Suite 201A
Fremont, CA 94538

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Morling Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$606,989,977

CA Average: $7,578,581,321
Total Number of Employees

17

CA Average: 43
Total Number of Accounts

1,430

CA Average: 3,727
Average Account Size

$424,469

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Sylvia Chin Work History

2009 - Present (16 years)

Morling Financial Advisors, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Sylvia Chin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morling Financial Advisors, LLC

Jawad Ehsanyar
Fremont, CA
Diana Le
Fremont, CA
Benjamin Feiner
Fremont, CA
Victor Huang
Fremont, CA
Gary Cheng
Fremont, CA
Anna Norman
Fremont, CA
Savannah Warren
Fremont, CA
Kher Jin Chai
Fremont, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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