Marguerita
Cheng
Private Client Services, LLC
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About this Advisor
Marguerita Cheng is a certified financial planner operating out of Gaithersburg, Maryland who has 4 years of industry experience. Cheng works at Private Client Services, LLC. During their career, Cheng has held roles at Ids Life Insurance Company, American Express Financial Advisors Inc, Private Client Services LLC and Blue Ocean Global Wealth. Cheng maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maryland. Private Client Services, LLC is a financial advisory business based in Louisville, KY. The company has offices in 21 locations and a total of 60 people on staff. It administers $663 million in total assets among its 2,669 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 2,669 customer accounts, just 8% are associated with high-net-worth clients who have greater than $1 million in assets. Private Client Services, LLC performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fees charged by Private Client Services, LLC most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Private Client Services, LLC Brokerage Details
$663,057,627
60
2,669
$248,429
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Marguerita Cheng Work History
Marguerita has been registered as a financial advisor for 4 years.*
Private Client Services LLC
Blue Ocean Global Wealth
Ids Life Insurance Company
American Express Financial Advisors Inc
*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 Marguerita Cheng 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 Private Client Services, LLC
Appleton, WI
Appleton, WI
Louisville, KY
Louisville, KY
Appleton, WI
Appleton, WI
Rockville, MD
Columbia, SC
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.
