Felix W Cheng

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1997 → Present
  Charles Schwab & Co., Inc.
  San Mateo, CA
• 01/2012 → Present
  Schwab Wealth Advisory, Inc.
  San Mateo, CA
• 09/2008 → 08/2020
  Personal Property Rental
  Daly City, CA

Other Businesses

1) Kosbridge Realty Limited|Investment Related: No|211 Arygle Street 7/f, Kowloon, Hong Kong, FG, 00000, |Real Estate Ownership|Partner|1/1/2010|Less than 20 hour/month - 0 during trading hours|Inheritance from father's real estate holding company. The company is set up to hold two commerical properties and the company does not engage in actively buying and selling properties. It only deals with tenents for these properties. , 2) Propety Rental|Investment Related: No|372 Bay Ridge Dr, Daly City, CA, 94014, USA|Real Estate (Non-Agent/Broker)|Landlord|11/16/2020|Less than 20 hour/month - 0 during trading hours|Collect rent from tenant, communicate with tenant on future maintenance, 3) Rental|Investment Related: No|330 Shaw Rorad, South San Francisco, CA, 94080, USA|Real Estate (Non-Agent/Broker)|Landlord|1/1/2024|Less than 20 hour/month - 0 during trading hours|50% passive owner - do not handle day-to-day respsonsibilities, 4) Rental |Investment Related: No|132 Valleyview Way, South San Francisco, CA, 94080, USA|Real Estate (Non-Agent/Broker)|Landlord|1/1/2024|Less than 20 hour/month - 0 during trading hours|50% ownership residential rental 5) Cheng & Wong Reality LLC|Investment Related:No|330 Shaw Road;South San Francisco;CA;94080;USA|Real Estate (Non-Agent/Broker)|Registered Agent|2025-01-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Will hold a commercial real estate 330 Shaw Road, South San Francisco, CA 94080 already disclosed

Exams

• S66 Uniform Combined State Law Examination
  2005-11-16
• S63 Uniform Securities Agent State Law Examination
  1991-06-28

Other Names

• Wing Hong Cheng