Julia Cheng
Julia Cheng is a CFP-designated registered investment advisor at Syndicated Capital, INC., based in Flushing, NY, with 34 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 393 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable with the advisors.
Fee Estimator
Location
133-10 39th Avenue, Flushing, NY, 11354
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2016Customer Dispute
March 2010Customer Dispute
July 2001Other Business ActivitiesSells Insurance
Julia is involved with several businesses, including Alltime Consulting Group, Julia Cheng Wealth Management and Estate Planning (both as a DBA and Inc.), and Pacific Bridge Insurance Services, Inc. These roles involve insurance sales, financial planning, marketing, and management, taking up a significant portion of Julia's time.
Employment History
Current Registrations
Syndicated Capital, INC.
Syndicated Capital, INC.Broker
Previous Registrations
Cabot Lodge Securities LLCBroker
Sb Advisory, LLC
Ifs SecuritiesBroker
Girard Securities, INC.
Girard Securities, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
The Prudential Insurance Company of AmericaBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.