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Cheung W. Chan

CHEMISTRY WEALTH MANAGEMENT
NEW YORK, NY 10006
CRD#: 5550197
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CC
Cheung Wah ChanCHEMISTRY WEALTH MANAGEMENT

Professional summary

Cheung Wah Chan is a registered financial advisor currently at CHEMISTRY WEALTH MANAGEMENT LLC located in New York, New York.

Cheung is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Cheung has worked at 2 firms and has passed the Series 65, Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Cheung Wah Chan'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

February 28, 2022 - Present

CHEMISTRY WEALTH MANAGEMENT LLC

Office #1: 115 Broadway Suite 1801, New York, NY 10006
RIA
CRD#: 316069
NEW YORK, NY
Past

October 21, 2008 - September 20, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
New York, NY

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".
CW
CHEMISTRY WEALTH MANAGEMENT LLC
ALAMASTRAND WEALTH MANAGEMENT, LLC | CHEMISTRY WEALTH MGMT | CHEMISTRY WEALTH MANAGEMENT LLC | CHEMISTRY WEALTH MANAGEMENT | CHEMISTRY WEALTH

CRD#: 316069 / SEC#: 801-122166

RIA
Registered Investment Advisory firm - (8/26/2021 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
New York
(2/28/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/28/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 2/7/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/20/2008
General Securities Representative Examination

Current Firm

CW
CHEMISTRY WEALTH MANAGEMENT LLC
ALAMASTRAND WEALTH MANAGEMENT, LLC | CHEMISTRY WEALTH MGMT | CHEMISTRY WEALTH MANAGEMENT LLC | CHEMISTRY WEALTH MANAGEMENT | CHEMISTRY WEALTH

CRD#: 316069 / SEC#: 801-122166

RIA
Registered Investment Advisory firm - (8/26/2021 Approved)
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Contact information

Main Address
111 Broadway Room 602, New York, NY 10006
Mailing Address
Phone number
(212) 970-8900
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CHEMISTRY DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/29/2026)

Regulatory assets under management

Total Number of Accounts1,970
AUM (Assets Under Management)$ 1,264,270,138

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

CHEMISTRY WEALTH MANAGEMENT LLC

CRD#: 316069New York, NY 10006

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