Unclaimed Profile

Tammy Hien Cao

PROTECTED INVESTORS OF AMERICA·SAN FRANCISCO, California

SIE, Series 7, Series 24, Series 27, Series 66, Series 99TOClean record11 years registeredPROTECTED INVESTORS OF AMERICA

235 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 6113272Firm CRD# 6082

Profile Verification

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

Identity

Tammy Hien Cao · SAN FRANCISCO, CA

Registration

CRD #6113272 · PROTECTED INVESTORS OF AMERICA · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PROTECTED INVESTORS OF AMERICA

WEALTHFRONT

Nov 2015 – Mar 2018

REDWOOD CITY, CA

PROTECTED INVESTORS OF AMERICA

Sep 2014 – Oct 2015

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 66

Series 99TO

Registration record

First registered · September 25, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROTECTED INVESTORS OF AMERICA

CRD 6082 · SEC 801-10299

AUM

$608M

Regulatory assets under management

Employees

2,142 client accounts

Services offered by PROTECTED INVESTORS OF AMERICA

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PROTECTED INVESTORS OF AMERICA →

Introduction

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Frequently Asked Questions

What services does Tammy Hien Cao offer?

Tammy Hien Cao specializes in Financial Planning, Investment Management.

What are Tammy Hien Cao's credentials?

Tammy Hien Cao is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tammy Hien Cao located?

Tammy Hien Cao is based in SAN FRANCISCO, California, last registered with PROTECTED INVESTORS OF AMERICA.

How does Tammy Hien Cao charge for services?

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

How large is PROTECTED INVESTORS OF AMERICA?

PROTECTED INVESTORS OF AMERICA has approximately 68 employees and manages $608M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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