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Gary Lawrence Cheng

Morling Financial Advisors, LLC

Fremont, CA

Atlanta, GA

CRD 6249327

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Employer firm

Morling Financial Advisors, LLC CRD 111819

$1.05B regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Morling Financial Advisors, Llc

39355 California Street Suite 201A, Fremont, CA 94538-1447 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-06-13
CA RA APPROVED 2013-11-02
  • GA RA
    APPROVED
    Since 2025-06-13
  • CA RA
    APPROVED
    Since 2013-11-02

Branch Locations

39355 California Street Suite 201A, Fremont, CA 94538-1447 • United States

Atlanta, GA • 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
Morling Financial Advisors, Llc Fremont CA 12/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-01
  • S65 Uniform Investment Adviser Law Examination
    2013-11-01

View on SEC IAPD

Nearby Firms

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Nearby Investors

AJAY AGRAWAL
HOWARD SHAUHAU CHEN
SICONG KANG

Nearby Offices

AJAY AGRAWAL · FREMONT, CA
PARAH CAPITAL MANAGEMENT, LLC · FREMONT, CA
WELLS FARGO CLEARING SERVICES, LLC · FREMONT, CA

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