Alan Chew (CRD# 5821918) is an Investment Advisor Representative working at Morgan Stanley in Southlake, TX and has over 13 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Southlake, TX | Feb 2022 - Current | 2 |
| Nylife Distributors LLC | Addison, TX | May 2021 - Feb 2022 | < 1 |
| Eagle Strategies LLC | San Ramon, CA | Feb 2011 - Feb 2022 | 11 |
| New York Life Insurance Company | Pleasanton, CA | Jul 2010 - Feb 2022 | 11 |
| Nylife Securities LLC | Pleasanton, CA | Jul 2010 - May 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2010 |
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- TX
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Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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