Ronald Chan, financial advisor Seattle WA
90 score

Ronald Chan

CRD Number: 6157319
Current Firm: Lakeside Asset Management LLC

Ronald Chan (CRD# 6157319) is an Investment Advisor Representative working at Lakeside Asset Management LLC in Seattle, WA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Audeca Capital Management Seattle, WA Aug 2015 - Current 1
Pekin Singer Strauss Asset Management Chicago, IL Mar 2010 - Jul 2015 5
University Of Chicago Chicago, IL Sep 2007 - Mar 2010 2
Nomura Hong Kong, Jun 2009 - Aug 2009 < 1
Monroe Capital Chicago, IL Apr 2009 - Jun 2009 < 1
Columbia Asset Management Boston, MA Jun 2008 - Sep 2008 < 1
Kpmg New York, NY Jan 2007 - Aug 2007 < 1
Crosswalk New York, NY Nov 2005 - Dec 2006 1

Ronald Chan has no recent exams reported.
Contact Info for Ronald K. Chan
Phone Number: 206-321-2800
Registered State(s):
  • IL
  • WA
Current Firm Details
Lakeside Asset Management LLC
Firm's CRD Number: 213517
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $120,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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