Unclaimed Profile

Andrew Hao En Chan

FIRST FOUNDATION ADVISORS·IRVINE, California

Series 65Clean record10 years registeredFIRST FOUNDATION ADVISORS

18101 VON KARMAN AVE, IRVINE, CA 92612-1051CRD# 6482979Firm CRD# 106075

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Hao En Chan · IRVINE, CA

Registration

CRD #6482979 · FIRST FOUNDATION ADVISORS · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIRST FOUNDATION ADVISORS

CHARTERED WEALTH PARTNERS, LP

Jan 2026 – Apr 2026

Beverly Hills, CA

FIRST FOUNDATION ADVISORS

Mar 2016 – Mar 2025

IRVINE, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 11, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST FOUNDATION ADVISORS

CRD 106075 · SEC 801-35973

AUM

$5.2B

Regulatory assets under management

Employees

4,065 client accounts

Services offered by FIRST FOUNDATION ADVISORS

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at FIRST FOUNDATION ADVISORS →

Introduction

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Frequently Asked Questions

What services does Andrew Hao En Chan offer?

Andrew Hao En Chan specializes in Financial Planning, Investment Management.

What are Andrew Hao En Chan's credentials?

Andrew Hao En Chan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Hao En Chan located?

Andrew Hao En Chan is based in IRVINE, California, last registered with FIRST FOUNDATION ADVISORS.

How does Andrew Hao En Chan charge for services?

Andrew Hao En Chan's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST FOUNDATION ADVISORS?

FIRST FOUNDATION ADVISORS has approximately 67 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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