Kevin Chen (CRD# 4900156) is an Investment Advisor Representative working at Acm Macro LLC in Bronxville, NY and has over 18 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edoc Acquisition Corporation | Victor, NY | Jul 2020 - Current | 3 |
| Horizon Financial Advisors LLC | New York, NY | May 2018 - Current | 6 |
| Acm Macro LLC | Bronxville, NY | Apr 2017 - Current | 7 |
| New York University | New York, NY | Aug 2012 - Current | 11 |
| Three Mountain Capital | New York, NY | Jan 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- NY
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$244,246
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
NY
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