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Celine Lei Yun Chao

NEXUS338, LLC·CABIN JOHN, Maryland
Unclaimed Profile
6409 81ST STREET, CABIN JOHN, MD 20818CRD# 6368454Firm CRD# 315250
01

About

Celine Lei Yun Chao is a registered financial advisor based in CABIN JOHN, Maryland, affiliated with NEXUS338, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
NEXUS338, LLC
NEXUS338
AUM
$131M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at NEXUS338, LLC →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6368454
Firm CRD# 315250
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Celine Lei Yun Chao offer?
Celine Lei Yun Chao specializes in Investment Management. Contact their office in CABIN JOHN, Maryland for a consultation.
What are Celine Lei Yun Chao's credentials?
Celine Lei Yun Chao is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Celine Lei Yun Chao located?
Celine Lei Yun Chao is based in CABIN JOHN, Maryland, working with NEXUS338, LLC. Their office serves clients in the CABIN JOHN metropolitan area and surrounding communities.
How does Celine Lei Yun Chao charge for services?
Celine Lei Yun Chao'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 NEXUS338, LLC?
NEXUS338, LLC has approximately 1 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CABIN JOHN
Philip Shihling Chao — NEXUS338, LLCHelenmarie Anderson Corcoran — CORCORAN GROUP LTDMatthew Evan Corcoran — CORCORAN GROUP LTDPhilip Edmund Corcoran — CORCORAN GROUP LTDGerald Patrick Price — EXETER TRUST CORP
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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