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Gabriela C. Mechem

NIM WEALTH SOLUTIONS
SAN JOSE, CA 95110
Some features on this profile are disabled
CRD#: 8035414
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Professional summary

Gabriela Cheng Mechem, who also goes by Yuying Cheng, is a registered financial advisor currently at NIM WEALTH SOLUTIONS located in San Jose, California.

Gabriela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Gabriela has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Yuying Cheng

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 Gabriela Cheng Mechem'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®
None

Experience

Current

May 8, 2025 - Present

NIM WEALTH SOLUTIONS

Office #1: 1731 Technology Dr. Ste 570, San Jose, CA 95110
RIA
CRD#: 334754
SAN JOSE, CA

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
California
(5/8/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/28/2024
Uniform Investment Adviser Law Examination

Current Firm

NW
NIM WEALTH SOLUTIONS
NIM INVESTMENT SOLUTIONS | NIM WEALTH SOLUTIONS INC. | NIM WEALTH SOLUTIONS | NIM RETIREMENT GROUP

CRD#: 334754 / SEC#:

California
Registered Investment Advisory firm - (5/8/2025 Approved)
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Contact information

Main Address
1731 Technology Dr. Ste 570, San Jose, CA 95110
Mailing Address
Phone number
(888) 322-2009
Established
Firm type
Fiscal year end
# of Employees
6

Documents

Latest Form ADV

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

NIM WEALTH SOLUTIONS

CRD#: 334754San Jose, CA 95110

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