Anthony
Cheang

Buck Wealth Strategies, LLC

CRD#6847088
Investment Advisor
in Denver, CO

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About this Advisor

Anthony Cheang is a financial advisor based in Denver, Colorado. Cheang is an employee of Buck Wealth Strategies, LLC. Cheang has gained experience at Edward Jones, Rover, Pawngo, All Pro Realty, Bellhops, Style Fitness, School Space Media, Student, Lpl Financial, LLC, Madison Avenue Securities and Ea Buck Financial Services. Cheang holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado. Buck Wealth Strategies, LLC is a registered investment firm based in Denver, CO. It has offices in seven locations and a total of 67 employees. It manages $134 million in assets among its 892 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 892 client accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets available to invest. Buck Wealth Strategies, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees usually vary depending on which service is offered. Fees billed by Buck Wealth Strategies, LLC likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4600 S. Syracuse Street Suite 650
Denver, CO 80237

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Buck Wealth Strategies, LLC Brokerage Details

Total Assets Under Management

$134,250,617

CO Average: $2,349,664,866
Total Number of Employees

67

CO Average: 28
Total Number of Accounts

892

CO Average: 1,101
Average Account Size

$150,505

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Anthony Cheang Work History

Anthony has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Madison Avenue Securities

2023 - Present (1 year)

Ea Buck Financial Services

2020 - 2023 (3 years)

Lpl Financial, LLC

2018 - 2020 (2 years)

Edward Jones

2017 - 2017 (< 1 year)

Edward Jones

2017 - 2017 (< 1 year)

Pawngo

2016 - 2018 (2 years)

Rover

2016 - 2016 (< 1 year)

Style Fitness

2015 - 2016 (1 year)

Bellhops

2015 - 2017 (2 years)

School Space Media

2014 - 2017 (3 years)

All Pro Realty

2008 - 2017 (9 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anthony Cheang 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 Buck Wealth Strategies, LLC

Emily Arnold
Denver, CO
Jake Yong
Honolulu, HI
Lynn Berlenbach
Denver, CO
Connor Ryan
Denver, CO
Michael Sato
Honolulu, HI
Corrinna Paxton
Kahului, HI
Anthony Cheang
Denver, CO
Arthur Austin
Kahului, HI

The content in this profile was updated by SmartAsset on 4/16/2023. 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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