CC
Chi K. Cheung
STRATEGIC ADVISERS LLC
NEW HYDE PARK, NY
Some features on this profile are disabled
CRD#: 6844442
CC
Professional summary
Chi Kwong Cheung, who also goes by Chi Cheung, Chi Kwong Cheung, Chi Kwong Cheung, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in New Hyde Park, New York and FIDELITY BROKERAGE SERVICES LLC located in Roslyn, New York.
Chi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Chi has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chi Cheung | Chi Kwong Cheung | Chi Kwong Cheung
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.
Other insurance - Health. Medicare supplemental insurance and Medicare Advantage and Prescription Drugs (Medicare Part D) sales. About 10 hour per month. Not investment related. Officer and trustee LLCs and trusts used for private business management. Less than 2 hour per month. UNITED HEALTHCARE HEALTH INSURANCE POSITION: Health insurance sales NATURE: Healthcare and Social Assistance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/03/2020 ADDRESS: Broker Service Center, 7440 Woodland Drive, Indianapolis NY 46278, United States DESCRIPTION: Health care insurance sales. BNI - CROSS ISLAND REFERRAL NETWORK POSITION: Vice President of the chapter (October 2020 to September 2021). Previously I was a non-officermember of the chapter from January 1, 2020 NATURE: Business referral group INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 104 Nevada Avenue, Staten Island NY 10306, United States DESCRIPTION: I will participate as a member of the network. I will also work with other members to review any new applicants to join the group. For the upcoming year from October 2020 to September 2021 I have been asked to serve as the Vice President of the chapter. The Vice President is responsible for reporting back to the group the business referral results for the chapter. The Vice President is also heads up the new members review committee. JACK SCHROEDER AND ASSOCIATES, LLCFMO FOR MEDICARE ADVANTAGE AND MEDICARE SUPPLEMENT SALES AND HEALTH INSURANCEREPRESENTING THE FOLLOWING INSURANCE COMPANIESUNITED HEALTHCAREANTHEM BLUE CROSS BLUE SHIELDAETNAWELLCAREHUMANAGLOBE LIFE OF NEW YORK POSITION: Independent contractor NATURE: Healthcare and Social Assistance INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 04/01/2021 ADDRESS: 14241 Metropolis Avenue, Fort Myers FL 33912, United States DESCRIPTION: Medicare advantage and Medicare supplement plans sales.
CRS (Client Relationship Summary) - RIA
Click below to view Chi Kwong Cheung'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 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1075 Northern Blvd, Roslyn, NY 11576-1681RIA
CRD#: 104555
NEW HYDE PARK, NY
Current
November 9, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1075 Northern Blvd, Roslyn, NY 11576BD
CRD#: 7784
ROSLYN, NY
Past
November 11, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PLAINVIEW, NY
Past
April 6, 2021 - August 4, 2022
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
PARAMUS, NJ
Past
April 3, 2019 - August 4, 2022
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
PARAMUS, NJ
Past
October 30, 2017 - April 4, 2019
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
WOODBURY, NY
Past
September 11, 2017 - April 4, 2019
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
WOODBURY, 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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/8/2025)
RR
Alaska(5/8/2025)
RR
Arizona(5/8/2025)
RR
Arkansas(5/8/2025)
RR
California(5/8/2025)
RR
Colorado(5/8/2025)
RR
Connecticut(5/8/2025)
RR
Delaware(5/8/2025)
RR
District of Columbia(5/8/2025)
RR
Florida(11/29/2022)
RR
Georgia(5/8/2025)
RR
Hawaii(5/8/2025)
RR
Idaho(5/8/2025)
RR
Illinois(5/8/2025)
RR
Indiana(5/8/2025)
RR
Iowa(5/8/2025)
RR
Kansas(5/8/2025)
RR
Kentucky(5/8/2025)
RR
Louisiana(5/8/2025)
RR
Maine(5/8/2025)
RR
Maryland(5/8/2025)
RR
Massachusetts(5/8/2025)
RR
Michigan(5/8/2025)
RR
Minnesota(5/8/2025)
RR
Mississippi(5/8/2025)
RR
Missouri(5/8/2025)
RR
Montana(5/8/2025)
RR
Nebraska(5/8/2025)
RR
Nevada(5/8/2025)
RR
New Hampshire(5/8/2025)
RR
New Jersey(11/29/2022)
RR
New Mexico(5/8/2025)
RR
New York(11/9/2022)
IAR
New York(3/31/2025)
RR
North Carolina(5/8/2025)
RR
North Dakota(5/8/2025)
RR
Ohio(5/8/2025)
RR
Oklahoma(5/8/2025)
RR
Oregon(5/8/2025)
RR
Pennsylvania(11/29/2022)
RR
Puerto Rico(5/8/2025)
RR
Rhode Island(5/8/2025)
RR
South Carolina(5/8/2025)
RR
South Dakota(5/8/2025)
RR
Tennessee(5/8/2025)
RR
Texas(5/8/2025)
IAR
Texas(10/6/2025)
RR
Utah(5/8/2025)
RR
Vermont(5/8/2025)
RR
Virgin Islands(5/8/2025)
RR
Virginia(5/8/2025)
RR
Washington(5/8/2025)
RR
West Virginia(5/8/2025)
RR
Wisconsin(5/8/2025)
RR
Wyoming(5/8/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
