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FW

Fang Wan

BURGESS CHAMBERS & ASSOCIATES
Orlando, FL 32801
Some features on this profile are disabled
CRD#: 5298370
FW

Professional summary

Fang Wan, who also goes by Frank Wan, is a registered financial advisor currently at BURGESS CHAMBERS & ASSOCIATES INC located in Orlando, Florida.

Fang is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Fang has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Frank Wan

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fang Wan's CRS (Customer Relationship Summary).
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®
None

Experience

Current

November 22, 2013 - Present

BURGESS CHAMBERS & ASSOCIATES INC

Office #1: 315 E. Robinson Street Suite 690, Orlando, FL 32801
RIA
CRD#: 110164
Orlando, FL
Past

June 6, 2007 - May 30, 2008

BURGESS CHAMBERS & ASSOCIATES INC

RIA
CRD#: 110164
WINTER PARK, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BURGESS CHAMBERS & ASSOCIATES INC
BCA | BURGESS CHAMBERS & ASSOCIATES INC

CRD#: 110164 / SEC#: 801-32111

RIA
Registered Investment Advisory firm - (5/23/1988 Approved)

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
Florida
(11/22/2013)
IAR
Texas
(1/21/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/25/2013
Uniform Investment Adviser Law Examination

Current Firm

BC
BURGESS CHAMBERS & ASSOCIATES INC
BCA | BURGESS CHAMBERS & ASSOCIATES INC

CRD#: 110164 / SEC#: 801-32111

RIA
Registered Investment Advisory firm - (5/23/1988 Approved)
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Contact information

Main Address
315 E. Robinson Street Suite 690, Orlando, FL 32801
Mailing Address
Phone number
(407) 644-0111
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BURGESS CHAMBERS & ASSOCIATES INC ADV BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts22
AUM (Assets Under Management)$ 166,673,813

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BURGESS CHAMBERS & ASSOCIATES INC

CRD#: 110164Orlando, FL 32801

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