Michael Cheung, financial advisor West Lake Hills TX

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
Similar Advisors
Adam Broughton, financial advisor West Lake Hills TX
Adam C. Broughton
CRD# 4431657
Pbl Wealth Management
Similar Advisors
Leah Coleman, financial advisor West Lake Hills TX
Leah Coleman
CRD# 5872877
Orchard Financial
Similar Advisors
Vincent Abio, financial advisor West Lake Hills TX
Vincent R. Abio
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Caerus Investment Advisors, LLC San Francisco, CA Sep 2014 - Current 9
Credit Suisse Securities (usa) LLC San Francisco, CA Jul 2010 - Sep 2014 4
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
Current Firm Details
Caerus Investment Advisors, LLC
Firm's CRD Number: 171716
By the Numbers
  • Total Assets Under Management
    206
    MILLIONS
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $1,063,691
Compensation Options
  • A percentage of assets under your management
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, NH, NJ, NV, NY, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from Michael Cheung and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.