Unclaimed Profile

Ronald Ching Wo

CKW FINANCIAL GROUP, LLC·HONOLULU, Hawaii

Series 7, Series 31, Series 66Clean record24 years registeredCKW FINANCIAL GROUP, LLC

1003 BISHOP STREET, HONOLULU, HI 96813CRD# 4484670Firm CRD# 152116

Profile Verification

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

Identity

Ronald Ching Wo · HONOLULU, HI

Registration

CRD #4484670 · CKW FINANCIAL GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CKW FINANCIAL GROUP, LLC

CKW FINANCIAL GROUP, LLC

Nov 2009 – Dec 2025

HONOLULU, HI

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2008 – Oct 2009

HONOLULU, HI

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Nov 2008

HONOLULU, HI

MORGAN STANLEY

Mar 2002 – Apr 2007

HONOLULU, HI

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · March 26, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CKW FINANCIAL GROUP, LLC

CRD 152116 · SEC 801-70788

AUM

$2.0B

Regulatory assets under management

Employees

1,470 client accounts

Services offered by CKW FINANCIAL GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CKW FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Ronald Ching Wo offer?

Ronald Ching Wo specializes in Investment Management, Wealth Management.

What are Ronald Ching Wo's credentials?

Ronald Ching Wo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ronald Ching Wo located?

Ronald Ching Wo is based in HONOLULU, Hawaii, last registered with CKW FINANCIAL GROUP, LLC.

How does Ronald Ching Wo charge for services?

Ronald Ching Wo'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 CKW FINANCIAL GROUP, LLC?

CKW FINANCIAL GROUP, LLC has approximately 7 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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