Unclaimed Profile

Frederick Cheung

HT PARTNERS LLC·ESSEX, Connecticut

SIE, Series 7TO, Series 66CFAClean record17 years registeredHT PARTNERS LLC

180 WESTBROOK ROAD, ESSEX, CT 06426CRD# 5687884Firm CRD# 147400

Profile Verification

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

Identity

Frederick Cheung · ESSEX, CT

Registration

CRD #5687884 · HT PARTNERS LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HT PARTNERS LLC

J.P. MORGAN SECURITIES LLC

Feb 2025 – Jun 2026

New York, NY

HT PARTNERS LLC

Jun 2009 – Jan 2013

ESSEX, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · June 30, 2009

Years registered · 17

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

HT PARTNERS LLC

CRD 147400 · SEC 801-69512

AUM

$486M

Regulatory assets under management

Employees

419 client accounts

Services offered by HT PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HT PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Frederick Cheung offer?

Frederick Cheung specializes in Financial Planning, Investment Management, Wealth Management.

What are Frederick Cheung's credentials?

Frederick Cheung holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Frederick Cheung located?

Frederick Cheung is based in ESSEX, Connecticut, last registered with HT PARTNERS LLC.

How does Frederick Cheung charge for services?

Frederick Cheung'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 HT PARTNERS LLC?

HT PARTNERS LLC has approximately 7 employees and manages $486M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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