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Celine Lei Yun Chao

NEXUS338, LLC·CABIN JOHN, Maryland
SIE, Series 7, Series 63Clean recordNEXUS338, LLC
6409 81ST STREET, CABIN JOHN, MD 20818CRD# 6368454Firm CRD# 315250

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Celine Lei Yun Chao · CABIN JOHN, MD
Registration
CRD #6368454 · NEXUS338, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
NEXUS338, LLC
CRD 315250 · SEC 801-122274
AUM
$131M
Regulatory assets under management
Employees
1
145 client accounts
Services offered by NEXUS338, LLC
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at NEXUS338, LLC →
Introduction

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04

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 at NEXUS338, LLC

Philip Shihling Chao
CABIN JOHN, MD
CFP

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Nearby cities in Maryland
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