Winnie
Cheng
Retirable
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About this Advisor
Winnie Cheng is a financial advisor based in New York, New York, working with Retirable. Winnie has previously held positions at Rtr Financial Services, Student, Freehold Orthodontics, Northwestern Mutual Investment Services LLC, New York Life Insurance Company, Nylife Securities LLC, and Retirable. Winnie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Winnie is part of Retirable, which operates out of New York, New York. The firm has 12 employees and manages assets totaling $60.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Retirable includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Retirable Brokerage Details
$60,466,660
12
429
$140,948
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Winnie Cheng Work History
Retirable
Nylife Securities LLC
Rtr Financial Services
Northwestern Mutual Investment Services LLC
New York Life Insurance Company
Student
Freehold Orthodontics
Disclosures
Please visit the SEC profile of Winnie 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 Retirable
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
Albrightsville, PA
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