Bryan Chew, financial advisor Sacramento CA
96 score

Bryan Chew

CRD Number: 2004384
Current Firm: Commonwealth Financial Network

Bryan Chew (CRD# 2004384) is an Investment Advisor Representative working at Commonwealth Financial Network in Sacramento, CA and has over 25 years of experience in the finance industry. Bryan Chew has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jul 2012 - Current 4
Paragon Financial Services Sacramento, CA Jul 2012 - Current 4
The Poage Center Sacramento, CA Oct 1996 - Jul 2012 15
Linsco/private Ledger Corp. Sacramento, CA Jun 1994 - Jul 2012 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
Contact Info for Bryan K. Chew
Phone Number: 781-736-0700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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