Hiu Chung
Chong
Cary Street Partners
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About this Advisor
Hiu Chung Chong is a financial advisor operating out of Austin, Texas with a total of 10 years of relevant experience. Chong works at Cary Street Partners. During their career, the advisor has held roles at First Avantus Securities, Inc, First Avantus Insurance Agency, Inc, Cary Street Partners LLC and Cary Street Partners Investment Advisory LLC. Chong has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Georgia and Texas. Cary Street Partners is an advisory company based out of Richmond, VA. The investment advisory business has offices in 14 locations and a total of 134 advisors. It oversees $6 billion in assets between its 11,387 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 50 charities and foundations. Of its 11,387 customer accounts, 31% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules largely depend on which services the firm provides the client. However, fee types charged by Cary Street Partners can consist of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cary Street Partners Brokerage Details
$5,512,469,144
134
11,387
$484,102
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
- Educational seminars/workshops
Hiu Chung Chong Work History
Hiu Chung has been registered as a financial advisor for 10 years.*
Cary Street Partners LLC
Cary Street Partners Investment Advisory LLC
First Avantus Insurance Agency, Inc
First Avantus Securities, 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 Hiu Chung 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 Cary Street Partners
Richmond, VA
Roanoke, VA
Glen Allen, VA
Arlington, VA
Roanoke, VA
Fredericksburg, VA
Roanoke, VA
Wytheville, VA
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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