MC
Mengxue Cao
MONMOUTH JUNCTION, NJ 08852
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CRD#: 8228542
MC
Mengxue Cao
Professional summary
Mengxue Cao was a registered financial advisor .
Mengxue is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Mengxue had worked at 1 firm .
At a Glance
Always Fiduciary
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.
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®
NoneExperience
Current
September 23, 2026 - Present
Office #1: 4250 Us Route 1, Suite 115, Monmouth Junction, NJ 08852
MONMOUTH JUNCTION, NJ
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 Jersey(9/23/2026)
Exams
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Current firm
No current employment
Red Flags
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Company Information
No current employment
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