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Alison Yuk Tai Ngai

Cgn Advisors, LLC

Manhattan, KS

Chapel Hill, NC

New York, NY

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Current Employers
Cgn Advisors, Llc

512 Poyntz Ave Suite 120, Manhattan, KS 66502 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-16
NC RA APPROVED 2026-01-22
  • NY RA
    APPROVED
    Since 2026-03-16
  • NC RA
    APPROVED
    Since 2026-01-22

Branch Locations

512 Poyntz Ave Suite 120, Manhattan, KS 66502 • United States

101 Glen Lennox Drive Ste 300, Chapel Hill, NC 27517 • United States

1900 Broadway, 7Th Floor, New York, NY 10023 • 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
OrganizationCityStateFromTo
Sycamore Financial Planning Llc Durham NC 07/2020 04/2022
Chinese Abraham Investment Advisors Llc Cupertino CA 09/2024 12/2025
Durham Academy Durham NC 09/2013 12/2025
Cgn Advisors, Llc Chapel Hill NC 12/2025 Present
  • 07/2020 → 04/2022
    Sycamore Financial Planning Llc
    Durham, NC
  • 09/2024 → 12/2025
    Chinese Abraham Investment Advisors Llc
    Cupertino, CA
  • 09/2013 → 12/2025
    Durham Academy
    Durham, NC
  • 12/2025 → Present
    Cgn Advisors, Llc
    Chapel Hill, NC
Other Businesses

(1). Current employment at investment advisory firm will cease upon completion of this application. No commission received.

Designations
Other Names
  • Alison Ngai
  • Yuk Tai Ngai

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
KONZA CAPITAL ADVISORS

Other Investors

CARLIN TODD MURPHY
ARTHUR JOSEPH KENNEDY
Skyler JaLynn Saunders
GREGORY CLAY BARRON
STUART JOSEPH HECKMAN
DANIEL EDWARD KING
JAMIE ANN BOSSE
Lindsay Ann Adams

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · MANHATTAN, KS
NO COAST FINANCIAL GROUP · MANHATTAN, KS
CETERA INVESTMENT ADVISERS LLC · Manhatton, KS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Manhattan, KS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Manhattan, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Manhattan, KS
THRIVENT INVESTMENT MANAGEMENT INC. · MANHATTAN, KS
EDWARD JONES · MANHATTAN, KS

More in Manhattan, KS

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