Louis
Chong

Mayflower Advisors

CRD#2477431
Investment Advisor
in Boston, MA

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About this Advisor

Louis Chong is a certified financial planner working out of Boston, Massachusetts with 3 years of relevant experience. Chong is an advisor for Mayflower Advisors. Their career trajectory has included roles at Wedgwood Wealth Counsel LLC, Cambridge Investment Research Inc, Mayflower Financial Advisors, LLC, Wells Fargo Advisors Financial Network, LLC and Private Client Services. Chong maintains a Series 63 license, certifying them as a securities agent, and is registered to serve investors in Massachusetts. Mayflower Advisors is an advisory business based out of Boston, MA. It has offices in four locations and a total of 37 advisors. It manages $1 billion in assets under management among its 2,311 accounts, placing it among the larger firms in the United States by assets under management. The firm advises 22 charitable organizations. Of its 2,311 client accounts, 28% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually are based on which service is offered. Fee types charged by Mayflower Advisors may include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

265 Franklin Street Suite 401
Boston, MA 02110

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Mayflower Advisors Brokerage Details

Total Assets Under Management

$1,028,571,872

MA Average: $16,012,751,954
Total Number of Employees

37

MA Average: 118
Total Number of Accounts

2,311

MA Average: 4,567
Average Account Size

$445,077

MA Average: $3,506,186

Investment Advisory Services

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

Louis Chong Work History

Louis has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Mayflower Financial Advisors, LLC

2020 - Present (4 years)

Private Client Services

2015 - 2020 (5 years)

Wells Fargo Advisors Financial Network, LLC

2014 - 2015 (1 year)

Cambridge Investment Research Inc

2014 - 2015 (1 year)

Cambridge Investment Research Inc

2013 - 2014 (1 year)

Wedgwood Wealth Counsel LLC

*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 Louis Chong 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 Mayflower Advisors

Louis Chong
Boston, MA
Matthew Mcloy
Boston, MA
Jeff Cashin
Boston, MA
Robert Lyon
Boston, MA
Jonida Papajani
Boston, MA
Jonathan Taylor
Boston, MA
Ryan Foley
Boston, MA
Jared Manville
Boston, MA

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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