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Information

Firm:
Additional Firm:
Type: Dual Registration
Description

Kosin Cheng is a financial professional at Strategic Advisers, Inc., a $389B RIA based in Boston, MA. Kosin is also registered with Fidelity Brokerage Services LLC, a broker-dealer with over 11,800 registered representatives nationwide. Kosin has held an industry securities registration for 7 years and is subject to SEC and FINRA oversight.

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Answers and Guides

0 Answers and 0 Financial Guides

Top Answers

Kosin Cheng has not answered any questions on Financial Q&A.

Top Guides

Kosin Cheng has not contributed any Financial Guides.
*Answers and guides are provided without compensation.

Firm Client Types

No client types listed.

Experience and Employment History

Employer Years Dates
Fidelity Investments 8 years, 5 months Nov 2005 - Present
U.S. Bancorp Investments, Inc. 11 months Dec 2004 - Nov 2005
U.S. Bank 2 years, 5 months Jun 2003 - Nov 2005
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 05/01/2013, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

Regulator
License Status
Registered
Registered
Disclosures

No Disclosures Found

No Disclosures Found

As of Date
05/01/2013
06/20/2012
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

Exam Series Passed Date
Uniform Combined State Law Examination Series 66 08/17/2006
General Securities Representative Examination Series 7 03/28/2006
Investment Company Products/Variable Contracts Representative Examination Series 6 06/17/2005
Uniform Securities Agent State Law Examination Series 63 04/04/2005

Firm Compensation Arrangements

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No compensation arrangements listed.