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Chi Kwong Cheung

Strategic Advisers LLC

Roslyn, NY

New Hyde Park, NY

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-06
NY RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-10-06
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

1075 Northern Blvd, Roslyn, NY 11576-1681 • United States

New Hyde Park, NY • 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
State Street Bank New York NY 03/2001 04/2017
Unemployed New Hyde Park NY 04/2017 09/2017
Axa Advisors, Llc New York NY 09/2017 03/2019
Pruco Securities, Llc. Paramus NJ 03/2019 08/2022
Prudential Insurance Company Of America Paramus NJ 04/2019 08/2022
Fidelity Investments Plainview NY 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2001 → 04/2017
    State Street Bank
    New York, NY
  • 04/2017 → 09/2017
    Unemployed
    New Hyde Park, NY
  • 09/2017 → 03/2019
    Axa Advisors, Llc
    New York, NY
  • 03/2019 → 08/2022
    Pruco Securities, Llc.
    Paramus, NJ
  • 04/2019 → 08/2022
    Prudential Insurance Company Of America
    Paramus, NJ
  • 09/2022 → Present
    Fidelity Investments
    Plainview, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Plainview, NY
  • 2021-04-06 → 2022-08-04
    Pruco Securities, Llc.
    Paramus, NJ
  • 2017-10-30 → 2019-04-04
    Equitable Advisors, Llc
    New Hyde Park, NY
    Melville, NY
    Melville, NY
Other Businesses

OBA-132739|OrgNmn:PPL|Org Addr:Latham,New York,US|OBA Nature:I will be signed up to work wi|Invst Rel:N|Title:Consumer directed personal assist|Duties:Stay with my son who is the client. Assist him in eating, playing, bathing, dressing, and other recreational activites.|StrtDt:08-31-26|TotHrs/mon:125|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-17
  • S66 Uniform Combined State Law Examination
    2017-10-17
Other Names
  • Chi Kwong Cheung
  • Chi Kwong Cheung
  • Chi Cheung

View on SEC IAPD

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