Andy Bob Chong

Employer firm

Highline Wealth Partners CRD 284712

$868M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2016 → 01/2019
  Bny Mellon
  Los Angeles, CA
• 01/2019 → 09/2020
  Unemployed
  Los Angeles, CA
• 09/2020 → Present
  Highline Wealth Partners
  Sherman Oaks, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-01-04

Designations

• Chartered Financial Analyst

Other Names

• Andy Bob Chong
• Andy Chong
• Andy B Chong