May
Cheung
Cw Advisors, LLC
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About this Advisor
May Cheung is a financial advisor based in Miami, Florida, working with Cw Advisors, LLC. May has previously held positions at Congress Wealth Management LLC, Pinnacle Advisory Group, Kathleen Day & Associates, and Westminster Financial Securities, Inc. May has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, May is part of Cw Advisors, LLC, which operates out of Miami, Florida. The firm has 12 offices and 76 employees. The firm manages assets totaling $6.9 billion 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, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cw Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cw Advisors, LLC Brokerage Details
$6,920,412,973
76
9,978
$693,567
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
May Cheung Work History
Congress Wealth Management LLC
Pinnacle Advisory Group
Westminster Financial Securities, Inc
Kathleen Day & Associates
Disclosures
Please visit the SEC profile of May Cheung 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 Cw Advisors, LLC
Boston, MA
Westport, CT
Wynnewood, PA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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