Unclaimed Profile

Wing Kei Chan

FUTU WEALTH ADVISORS, INC.·PALO ALTO, California

SIE, Series 3, Series 4, Series 7, Series 14, Series 24, Series 63, Series 79TO, Series 99TOClean recordFUTU WEALTH ADVISORS, INC.

550 S CALIFORNIA AVE, PALO ALTO, CA 94306CRD# 6616753Firm CRD# 310790

Profile Verification

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

Identity

Wing Kei Chan · PALO ALTO, CA

Registration

CRD #6616753 · FUTU WEALTH ADVISORS, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 14

Series 24

Series 63

Series 79TO

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FUTU WEALTH ADVISORS, INC.

CRD 310790 · SEC 801-119635

Employees

Total firm employees

Services offered by FUTU WEALTH ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FUTU WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Wing Kei Chan offer?

Wing Kei Chan specializes in Investment Management, Wealth Management. Contact their office in PALO ALTO, California for a consultation.

What are Wing Kei Chan's credentials?

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

Where is Wing Kei Chan located?

Wing Kei Chan is based in PALO ALTO, California, working with FUTU WEALTH ADVISORS, INC.. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Wing Kei Chan charge for services?

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

How large is FUTU WEALTH ADVISORS, INC.?

FUTU WEALTH ADVISORS, INC. has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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