Tze Hng, financial advisor Mountain View CA
81 score

Tze Hng

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Tze E. Hng
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
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, VT, WA, WI, WV

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BADGES
81

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