Unclaimed Profile

Eddie Chewkwong Chan

PERENNIAL INVESTMENT ADVISORS, LLC·LOS ANGELES, California

SIE, Series 6, Series 7, Series 63, Series 6528 years registeredPERENNIAL INVESTMENT ADVISORS, LLC

11620 WILSHIRE BOULEVARD, LOS ANGELES, CA 90025CRD# 2290613Firm CRD# 286477

Profile Verification

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

Identity

Eddie Chewkwong Chan · LOS ANGELES, CA

Registration

CRD #2290613 · PERENNIAL INVESTMENT ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

PERENNIAL FINANCIAL SERVICES

Jul 2022 – present

LPL FINANCIAL LLC

Jul 2022 – present

AMERIPRISE FINANCIAL SERVICES, LLC

Oct 2009 – Jul 2022

Los Angeles, CA

AMERIPRISE ADVISOR SERVICES, INC.

Jan 2007 – Oct 2009

CENTURY CITY, CA

UBS FINANCIAL SERVICES INC.

Aug 2002 – Feb 2007

BEVERLY HILLS, CA

SALOMON SMITH BARNEY INC.

Aug 1998 – Aug 2002

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · August 4, 1998

Years registered · 28

Disclosure History

2019Customer Dispute·Denied

2003Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PERENNIAL INVESTMENT ADVISORS, LLC

CRD 286477 · SEC 801-110619

AUM

$1.5B

Regulatory assets under management

Employees

2,590 client accounts

Services offered by PERENNIAL INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PERENNIAL INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Eddie Chewkwong Chan offer?

Eddie Chewkwong Chan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Eddie Chewkwong Chan's credentials?

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

Where is Eddie Chewkwong Chan located?

Eddie Chewkwong Chan is based in LOS ANGELES, California, working with PERENNIAL INVESTMENT ADVISORS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Eddie Chewkwong Chan charge for services?

Eddie Chewkwong Chan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERENNIAL INVESTMENT ADVISORS, LLC?

PERENNIAL INVESTMENT ADVISORS, LLC has approximately 34 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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