Cheung Wah Chan

Employer firm

Chemistry Wealth Management LLC CRD 316069

$1.26B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 09/2021 → Present
  Chemistry Wealth Management Llc
  New York, NY
• 01/2012 → 06/2019
  Ameriprise Financial Services, Inc.
  New York, NY
• 06/2019 → 09/2021
  Ameriprise Financial Services, Inc.
  New York, NY

Other Businesses

REAL ESTATE OWNERSHIP ; SINGLE FAMILY ; PHILADELPHIA, PA 19149; DECEMBER 2004/ MULTI-FAMILY ; BROOKLYN, NY 11228; MARCH 2013. BUSINESS OWNERSHIP ;3818 MANAGEMENT LLC; TREASURER/MEMBER; REAL ESTATE DEVELOPMENT / MANAGEMENT; BROOKLYN, NY, 11204; FEBRUARY 2009; 1-9 HRS PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-28
• S66 Uniform Combined State Law Examination
  2009-02-07