Michael Cheung, financial advisor San Francisco CA

Michael Cheung

CRD Number: 5683262
Current Firm: Caerus Investment Advisors, LLC
Compensation Model: Fee Only
Michael Cheung (CRD# 5683262) is an Investment Advisor Representative working at Caerus Investment Advisors, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.
CONTACT
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Wealth & Tax Planners
Company Name Location Dates Years
Caerus Investment Advisors, LLC San Francisco, CA Sep 2014 - Current 6
Credit Suisse Securities (usa) LLC San Francisco, CA Jul 2010 - Sep 2014 4
University Of Chicago Booth School Of Business Chicago, IL Sep 2009 - Jun 2010 < 1
Barclays Wealth Americas San Francisco, CA Jun 2009 - Aug 2009 < 1
University Of Chicago Booth School Of Business Chicago, IL Sep 2008 - Jun 2009 < 1
Central Intelligence Agency Langley, VA Jul 2002 - Jul 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Michael H. Cheung
Phone Number: 650-906-7666
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    176
    MILLIONS
  • Total Number of Accounts
    296
    ACCOUNTS
  • Average Account Value
    $593,329
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 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, LA, NE, NJ, NY, TX, VA, WA

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Data verified by both the advisor and the public regulatory data.

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