Andrew Hao En Chan

Current Employers

Chartered Wealth Partners, Lp

9401 Wilshire Blvd. Suite 500, Beverly Hills, CA 90212 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-26

CA RA
APPROVED

Since 2026-01-26

Branch Locations

9401 Wilshire Blvd. Suite 500, Beverly Hills, CA 90212 • 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
First Foundation Advisors	Irvine	CA	01/2015	08/2020
First Foundation Advisors	Irvine	CA	08/2020	03/2025
Chartered Wealth Partners	Beverly Hills	CA	11/2025	Present
Unemployed	Yorba Linda	CA	03/2025	11/2025
Chartered Wealth Partners Gp, Inc.	Beverly Hills	CA	11/2025	Present

01/2015 → 08/2020

First Foundation Advisors

Irvine, CA
08/2020 → 03/2025

First Foundation Advisors

Irvine, CA
11/2025 → Present

Chartered Wealth Partners

Beverly Hills, CA
03/2025 → 11/2025

Unemployed

Yorba Linda, CA
11/2025 → Present

Chartered Wealth Partners Gp, Inc.

Beverly Hills, CA

Previous Registrations

2016-03-11 → 2025-03-19

First Foundation Advisors

Los Angeles, CA

Irvine, CA

Other Businesses

1. Chartered Alternative Investment Analyst Association (CAIA) Southwest Executive Board; non-investment related Board service; Board Member (No Compensation); began June 2015; 6 to 8 hours per month; 0 hours during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-03-11

S65 Uniform Investment Adviser Law Examination

2016-03-11

Other Names

Drew Chan

View on SEC IAPD