Melia Chung, financial advisor East Hartford CT

Melia Chung

CRD Number: 6684966
Current Firm: Cetera Investment Advisers LLC

Melia Chung (CRD# 6684966) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in East Hartford, CT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC East Hartford, CT Jan 2020 - Current 1
Cetera Investment Services LLC East Hartford, CT Jun 2019 - Current 2
Foresters Financial Services East Hartford, CT Jan 2017 - Jun 2019 2
Foresters Financial East Hartford, CT Aug 2016 - Jan 2017 < 1
University Of Connecticut Storrs, CT Aug 2011 - Aug 2016 5
Wesleyan University Middletown, CT Jun 2011 - Aug 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2016
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Melia B. Chung
Phone Number: 888-528-2987
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    28,326
    MILLIONS
  • Total Number of Accounts
    129,758
    ACCOUNTS
  • Average Account Value
    $218,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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