Erhwei Huang (CRD# 6930684) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 6 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transglobal Advisory, LLC | Monrovia, CA | Jun 2020 - Current | 3 |
| Globalink Securities, Inc. | Pasadena, CA | May 2020 - Current | 3 |
| Eternity Wealth Advisors | Rowland Heights, CA | Jan 2018 - Current | 6 |
| Transglobal Insurance Agency, Inc. | Monrovia, CA | Oct 2017 - Nov 2021 | 4 |
| Pair Capital Wealth Management, LLC | San Bruno, CA | Mar 2018 - May 2020 | 2 |
| Nanhua Usa, LLC | Pasadena, CA | Jul 2018 - Jun 2019 | < 1 |
| Foremost Trading LLC | Arcadia, CA | Oct 2015 - Jun 2018 | 2 |
| Kaboo Inc. | Pasadena, CA | May 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
| S63 | Uniform Securities State Law Examination | Jul 2020 |
- CA
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts185ACCOUNTS
-
Average Account Value$215,818
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
CA, GA, HI, IL, LA, MA, MD, MI, NC, NJ, NV, NY, PA, TX, WA, WY
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