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Frederick Cheung

HT PARTNERS LLC·ESSEX, Connecticut
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180 WESTBROOK ROAD, ESSEX, CT 06426CRD# 5687884Firm CRD# 147400
01

About

Frederick Cheung is a registered financial advisor based in ESSEX, Connecticut, affiliated with HT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HT PARTNERS LLC
HT PARTNERS LLC
AUM
$486M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at HT PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5687884
Firm CRD# 147400
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Frederick Cheung offer?
Frederick Cheung specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ESSEX, Connecticut for a consultation.
What are Frederick Cheung's credentials?
Frederick Cheung is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frederick Cheung located?
Frederick Cheung is based in ESSEX, Connecticut, working with HT PARTNERS LLC. Their office serves clients in the ESSEX metropolitan area and surrounding communities.
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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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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