Judith Cheng (CRD# 6717044) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in New York, NY and has over 7 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dws Distributors, Inc. | New York, NY | Apr 2022 - Current | 2 |
| Bny Mellon Securities Corporation | New York, NY | Jun 2019 - Apr 2022 | 2 |
| Unemployed | West Palm Beach, FL | Sep 2018 - Jun 2019 | < 1 |
| Unemployed | Vancouver, | Oct 2017 - Sep 2018 | < 1 |
| Brian Boder | New York, NY | Oct 2016 - Oct 2017 | 1 |
| Lee Weinstein | New York, NY | Oct 2016 - Oct 2017 | 1 |
| Aaron Bernthal | New York, NY | Oct 2016 - Oct 2017 | 1 |
| Elisa Hecht | New York, NY | Oct 2016 - Oct 2017 | 1 |
| Northwestern Mutual Investment Services, LLC | New York, NY | Oct 2016 - Oct 2017 | 1 |
| Baruch College | New York, NY | Sep 2015 - Aug 2016 | < 1 |
| Royal Bank Of Canada | Vancouver, Bc, | Aug 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2017 |
- NY
- WA
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Total Assets Under Management3,735MILLIONS
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Total Number of Accounts18,773ACCOUNTS
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Average Account Value$198,941
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, WY
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