Unclaimed Profile

Andrew Kai-Ming Tsai

CHALKSTREAM CAPITAL GROUP, L.P.·NEW YORK, New York

Clean recordCHALKSTREAM CAPITAL GROUP, L.P.

444 MADISON AVENUE, NEW YORK, NY 10022CRD# 2411491Firm CRD# 153734

Profile Verification

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

Identity

Andrew Kai-Ming Tsai · NEW YORK, NY

Registration

CRD #2411491 · CHALKSTREAM CAPITAL GROUP, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Andrew Kai-Ming Tsai is a registered financial advisor based in NEW YORK, New York, affiliated with CHALKSTREAM CAPITAL GROUP, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CHALKSTREAM CAPITAL GROUP, L.P.

AUM

$355M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHALKSTREAM CAPITAL GROUP, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2411491

Firm CRD# 153734

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrew Kai-Ming Tsai offer?

Andrew Kai-Ming Tsai specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.

What are Andrew Kai-Ming Tsai's credentials?

Andrew Kai-Ming Tsai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Kai-Ming Tsai located?

Andrew Kai-Ming Tsai is based in NEW YORK, New York, working with CHALKSTREAM CAPITAL GROUP, L.P.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Andrew Kai-Ming Tsai charge for services?

Andrew Kai-Ming Tsai's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHALKSTREAM CAPITAL GROUP, L.P.?

CHALKSTREAM CAPITAL GROUP, L.P. has approximately 4 employees and manages $355M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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