Unclaimed Profile

George Chuwang Chuang

CONTINUUM ADVISORY, LLC·EAGLE, Idaho

SIE, Series 7, Series 24, Series 27, Series 63, Series 65, Series 99TOCFAClean record22 years registeredCONTINUUM ADVISORY, LLC

873 E. STATE STREET, EAGLE, ID 83616CRD# 3162477Firm CRD# 283155

Profile Verification

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

Identity

George Chuwang Chuang · EAGLE, ID

Registration

CRD #3162477 · CONTINUUM ADVISORY, LLC · 22 years registered

Brand Profile

Not yet started

Career History

CONTINUUM ADVISORY, LLC

Nov 2023 – present

TRANSAMERICA FINANCIAL ADVISORS, INC.

Apr 2009 – Dec 2022

ST PETERSBURG, FL

TRANSAMERICA FINANCIAL ADVISORS, INC.

Dec 2003 – Sep 2009

ST. PETERSBURG, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 63

Series 65

Series 99TO

Registration record

First registered · December 19, 2003

Years registered · 22

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONTINUUM ADVISORY, LLC

CRD 283155 · SEC 801-107439

AUM

$1.3B

Regulatory assets under management

Employees

2,953 client accounts

Services offered by CONTINUUM ADVISORY, LLC

Per Form ADV

Financial planning

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

High Net Worth Individuals

View all advisors at CONTINUUM ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does George Chuwang Chuang offer?

George Chuwang Chuang specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EAGLE, Idaho for a consultation.

What are George Chuwang Chuang's credentials?

George Chuwang Chuang holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is George Chuwang Chuang located?

George Chuwang Chuang is based in EAGLE, Idaho, working with CONTINUUM ADVISORY, LLC. Their office serves clients in the EAGLE metropolitan area and surrounding communities.

How does George Chuwang Chuang charge for services?

George Chuwang Chuang'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 CONTINUUM ADVISORY, LLC?

CONTINUUM ADVISORY, LLC has approximately 66 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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