William Chen
Professional summary
William Chen, who also goes by William Wenwe Chen, is a registered financial advisor currently at TANDEM CAPITAL MANAGEMENT, INC. located in Woodcliff Lake, New Jersey.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. William has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Chen's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 25, 2022 - Present
TANDEM CAPITAL MANAGEMENT, INC.
Office #1: 50 Tice Boulevard, Woodcliff Lake, NJ 07677Primary Firm SEC Registration
TANDEM CAPITAL MANAGEMENT, INC.
CRD#: 107856 / SEC#: 801-38764
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/22/2022)
(12/6/2022)
(10/25/2022)
(10/25/2022)
Current Firm
TANDEM CAPITAL MANAGEMENT, INC.
CRD#: 107856 / SEC#: 801-38764
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 96 |
| AUM (Assets Under Management) | $ 246,597,658 |
Red Flags
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