• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Nan Cheng
Nate Cheng
CRD#: 7300323
IA
Investment Adviser
VALUETECH PRIVATE ADVISORSCRD#: 311165 WESTLAKE VILLAGE, CA
Registration History
2020202120222023202420252026IAVALUETECH PRIVATE ADVISORS (CRD# 311165)2020 - Present (4 years)
License(s)

State Registrations

IA
California 11/20/2020

Current Registration(s)
IA
VALUETECH PRIVATE ADVISORS (CRD#:311165)
WESTLAKE VILLAGE, CA
Registered with this firm since 11/20/2020

For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.