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Chwei-guang Chiou
MOMENTUM FINTECH LLC
Lisle, IL 60532
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CRD#: 2855207
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Professional summary
Chwei-guang Chiou, who also goes by Chwei Guang Chiou, Eric Chiou, is a registered financial advisor currently at MOMENTUM FINTECH LLC located in Lisle, Illinois.
Chwei-guang is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Chwei-guang has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 3 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chwei Guang Chiou | Eric Chiou
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) TAIWANESE AMERICAN CHAMBER OF COMMERCE OF GREATER CHICAGO (TACCGC); INVESTMENT RELATED: NO; 106 WESTMORLAND, NAPERVILLE, IL 60540; TO PROMOTE, ASSIST, AND BUILD NETWORK FOR LOCAL MEMBERS OF TACCGC. TREASURER; ACTIVITY WILL BEGIN 6/29/2016; I AM CURRENTLY A MEMBER OF THIS ORGANIZATION; I WILL DEVOTE 4 HOURS PER MONTH TO THIS ACTIVITY NONE DURING TRADING HOURS; I WILL BOOK AND PREPARE QUARTERLY STATEMENTS FOR TACCGC; I AM NOT COMPENSATED FOR THIS POSITION. 2) FRIENDS OF TAIWAN FOUNDATION; POSITION TITLE: BOARD MEMBER; INVESTMENT RELATED: NO; LOCATION: 401 N. WABASH AVE. , CHICAGO IL 60611; DESCRIPTION OF THE BUSINESS: CHARITY NON PROFIT 501(C)(3) ORGANIZATION. THE FRIENDS OF TAIWAN FOUNDATION IS A SECULAR, APOLITICAL, AND NON-PROFIT ORGANIZATION THAT AIMS TO PROMOTE A FRIENDLY RELATIONSHIP BETWEEN THE PEOPLE OF THE UNITED STATES AND TAIWAN THROUGH VARIOUS CULTURAL AND COMMUNITY APPRECIATION ACTIVITIES.; RESPONSIBILITIES DUTIES: TO PROMOTE A FRIENDLY RELATIONSHIP BETWEEN THE PEOPLE OF THE UNITED STATES AND TAIWAN THROUGH VARIOUS CULTURAL AND COMMUNITY APPRECIATION ACTIVITIES; START DATE WITH THE BUSINESS: 2021-06-28; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 1. 3) OVERSEAS COMMUNITY AFFAIR COUNCIL, TAIWAN; COUNCIL MEMBER; INVESTMENT RELATED: NO; LOCATION: 55 E. 63RD. WESTMONT, IL 60559; DESCRIPTION OF THE BUSINESS: PROMOTE TAIWAN'S CULTURE, MUSIC, ART, LANGUAGE, AND COMMUNITY SERVICE; RESPONSIBILITIES DUTIES: PROMOTE TAIWAN'S CULTURE, MUSIC, ART, LANGUAGE, AND COMMUNITY SERVICE; START DATE WUTH THE BUSINESS: 2021-06-01; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 1. 4) TEAM TAIWAN FOUNDATION; INVESTMENT RELATED: NO; 1945 PLEASANT HILL LLN LISLE IL 60532; PRESIDENT; RESPONSIBILITIES DUTIES: NOTHING SPECIFIC OR IMPORTANT. PROMOTE EDUCATION, LANGUAGE, AND CULTURAL EXCHANGE; 2024-09-30; HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2.
CRS (Client Relationship Summary) - RIA
Click below to view Chwei-guang Chiou's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 5, 2018 - Present
MOMENTUM FINTECH LLC
Office #1: 1945 Pleasant Hill Ln, Lisle, IL 60532RIA
CRD#: 292276
Lisle, IL
Past
April 14, 2016 - March 1, 2018
AUSDAL FINANCIAL PARTNERS, INC.
RIA
CRD#: 7995
Lisle, IL
Past
April 14, 2016 - March 1, 2018
AUSDAL FINANCIAL PARTNERS, INC.
BD
CRD#: 7995
Lisle, IL
Past
September 17, 2013 - April 15, 2016
BFC PLANNING, INC.
RIA
CRD#: 119682
LISLE, IL
Past
September 17, 2013 - April 15, 2016
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BD
CRD#: 13609
Lisle, IL
Past
April 21, 2012 - February 22, 2013
MORGAN STANLEY
RIA
CRD#: 149777
RIVERWOODS, IL
Past
February 15, 2012 - February 22, 2013
MORGAN STANLEY
BD
CRD#: 149777
RIVERWOODS, IL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(3/5/2018)
IAR
Texas(2/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MF
MOMENTUM FINTECH LLC
MOMENTUM FINTECH LLC
CRD#: 292276 / SEC#:
Illinois
Registered Investment Advisory firm - (3/5/2018 Approved)Texas
Registered Investment Advisory firm - (2/3/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1945 Pleasant Hill Ln, Lisle, IL 60532
Mailing Address
Phone number
(331) 214-3079
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 37 |
| AUM (Assets Under Management) | $ 5,023,239 |
Red Flags
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