Amanda
Cheng

Alight Financial Advisors, LLC

CRD#6244273
Investment Advisor
in Charlotte, NC

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About this Advisor

Amanda Cheng is a financial advisor based out of Charlotte, North Carolina, with a total of 10 years of relevant experience. Cheng currently works for Alight Financial Advisors, LLC. The advisor has gained experience at Aon Hewitt and Aon Hewitt Financial Advisors LLC. Cheng maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Illinois. Alight Financial Advisors, LLC is a registered investment firm headquartered in Charlotte, NC. The investment advisory business has a total of 60 financial advisors. It controls $31 billion in assets between its 238,735 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. Alight Financial Advisors, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors depend on which services are offered. However, fees charged by Alight Financial Advisors, LLC likely include any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

4828 Parkway Plaza Blvd Suite 100
Charlotte, NC 28217

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Alight Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$30,803,228,222

NC Average: $3,625,019,099
Total Number of Employees

60

NC Average: 22
Total Number of Accounts

238,735

NC Average: 1,917
Average Account Size

$129,027

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Amanda Cheng Work History

Amanda has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Aon Hewitt Financial Advisors LLC

2003 - Present (21 years)

Aon Hewitt

*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 Amanda 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 Alight Financial Advisors, LLC

Jarret Roberts
Saint Petersburg, FL
Jeffrey Swarr
Charlotte, NC
Jarrod Means
Waco, TX
Ronald Paulding
Charlotte, NC
Robert Vincic
Lincolnshire, IL
Stephen Gerek
Charlotte, NC
Jeffrey Barling
Vacaville, CA
Ibrahim Mitias
Charlotte, NC

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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