Tze HngCRD Number: 5408043
Current Firm: Strategic Advisers, Inc.
Tze Hng (CRD# 5408043) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Mountain View, CA and has over 8 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Fidelity||Mountain View, CA||Aug 2015 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Aug 2015||< 1|
|Morgan Stanley Smith Barney||Cupertino, CA||Aug 2012 - Aug 2015||3|
|Wells Fargo Advisors LLC||Cupertino, CA||Jan 2011 - Aug 2012||1|
|Wells Fargo Investments, LLC||Cupertino, CA||Aug 2010 - Jan 2011||< 1|
|Ameriprise Financial Services, Inc.||Campbell, CA||Oct 2007 - Aug 2010||2|
|Unemployed||Sunnyvale, CA||Aug 2007 - Oct 2007||< 1|
|Dollar Mortgage (dmc)||La Mesa, CA||Apr 2007 - Jul 2007||< 1|
|Millennium Funding Group Dba Ace Mortgage||Indianapolis, IN||Nov 2006 - Apr 2007||< 1|
|Millennium Funding Group Dba American Mortgage Express||Indiana, IN||Jan 2005 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV