Beatrice S. Cheah
Professional Summary
Beatrice S. Cheah, who also goes by Beatrice Cheah, is a registered financial advisor currently at JOSEPH GUNNAR & CO. LLC located in New York, New York. Beatrice is registered as a RR (Registered Representative) and started their career in finance in 2004. Beatrice has worked at 10 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Beatrice Cheah
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
AMERICAN PRIDE WEALTH MANAGEMENT GROUP | LELLOS WEALTH MANAGEMENT | JOSEPH GUNNAR & CO., LLC | JOSEPH GUNNAR & CO. LLC | EAST END SECURITIES, INC.
Contact Information
Main Address
1000 Rxr Plaza 10th Floor, Uniondale, NY 11556Mailing Address
1000 Rxr Plaza, Uniondale, NY 11556Phone Number
(212) 440-9600Established
Delaware since 08/07/1997Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Small# of Employees
50FINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
68AUM (Assets Under Management)
$33,967,899Disclosures
Regulatory Event
5Arbitration
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(5/16/2022)
(3/16/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Beatrice S. Cheah's CRS (Customer Relationship Summary).
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