David T Chew

Employer firm

Pfs Planning LLC CRD 119610

Reported services (Item 5G)

Financial planning
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Pfs Planning Llc

New York, NY • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-02-15

NY RA
APPROVED

Since 2022-02-15

Branch Locations

New York, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
David T Chew, Cpa	New York	NY	08/1988	Present

08/1988 → Present

David T Chew, Cpa

New York, NY

Other Businesses

Founder and manager of PFS Planning, LLC, an investment advisory firm. Started 02/13/2002. Serve as investment and financial planning adviser to certain clients with substantial investable wealth. Estimated time for this business is 10 hours per month. Business is located at 305 Broadway, 8th floor, New York NY 10007.