Unclaimed Profile

Eric Chih Chian Chuang

BIGSUR WEALTH MANAGEMENT, LLC·MIAMI, Florida

SIE, Series 7, Series 24, Series 63, Series 66Clean record17 years registeredBIGSUR WEALTH MANAGEMENT, LLC

1441 BRICKELL AVENUE, MIAMI, FL 33131CRD# 3215724Firm CRD# 146511

Profile Verification

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

Identity

Eric Chih Chian Chuang · MIAMI, FL

Registration

CRD #3215724 · BIGSUR WEALTH MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BIGSUR WEALTH MANAGEMENT, LLC

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

Aug 2009 – Jun 2012

FT. LAUDERDALE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · August 11, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BIGSUR WEALTH MANAGEMENT, LLC

CRD 146511 · SEC 801-69024

AUM

$1.2B

Regulatory assets under management

Employees

243 client accounts

Services offered by BIGSUR WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BIGSUR WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Eric Chih Chian Chuang offer?

Eric Chih Chian Chuang specializes in Investment Management, Retirement Planning.

What are Eric Chih Chian Chuang's credentials?

Eric Chih Chian Chuang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Chih Chian Chuang located?

Eric Chih Chian Chuang is based in MIAMI, Florida, last registered with BIGSUR WEALTH MANAGEMENT, LLC.

How does Eric Chih Chian Chuang charge for services?

Eric Chih Chian Chuang's firm is compensated through percentage of aum, performance-based fees, other: % assets under consultation & reporting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BIGSUR WEALTH MANAGEMENT, LLC?

BIGSUR WEALTH MANAGEMENT, LLC has approximately 17 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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