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AC

Andrew H. Chan

Some features on this profile are disabled
CRD#: 6482979
AC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Andrew Hao En Chan, who also goes by Drew Chan, was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 2016. Andrew had worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Drew Chan

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 26, 2026 - April 20, 2026

CHARTERED WEALTH PARTNERS, LP

RIA
CRD#: 338720
Beverly Hills, CA
Past

March 11, 2016 - March 19, 2025

FIRST FOUNDATION ADVISORS

RIA
CRD#: 106075
IRVINE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 3/11/2016
Uniform Investment Adviser Law Examination

Current Firm

CW
CHARTERED WEALTH PARTNERS, LP
CHARTERED WEALTH PARTNERS, LP

CRD#: 338720 / SEC#: 801-135245

RIA
Registered Investment Advisory firm - (1/26/2026 120-Day Approval)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
9401 Wilshire Blvd. Suite 500, Beverly Hills, CA 90212
Mailing Address
Phone number
(323) 868-6668
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 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

CWP FORM ADV PART 2A DATED DECEMBER 26, 2025 (12/26/2025)

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

CHARTERED WEALTH PARTNERS, LP

CRD#: 338720

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