Hui-Chiung Tseng
Halcyon Investment Advisor · Los Angeles, California
Hui-Chiung Tseng is a fee-only financial advisor at Halcyon Investment Advisor in Los Angeles, California. Halcyon Investment Advisor reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Hui-Chiung →
Facts
| Firm | Halcyon Investment Advisor |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $49.7M across 73 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7838769 |
| Exams passed | Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | halcyonria.com |
How Hui-Chiung's firm compares
- Halcyon Investment Advisor's average account is about $681,000, from its Form ADV (assets managed divided by 73 accounts).
Request an introduction to Hui-Chiung
Tell Hui-Chiung a little about what you're looking for. Hui-Chiung isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Hui-Chiung
Is Hui-Chiung Tseng a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hui-Chiung holds no broker registration, and Halcyon Investment Advisor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hui-Chiung charge for financial advice?
Hui-Chiung's firm, Halcyon Investment Advisor, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Hui-Chiung Tseng based?
Hui-Chiung Tseng is based in Los Angeles, California.
Is Hui-Chiung Tseng registered with the SEC?
Yes. Hui-Chiung Tseng is registered as an investment adviser representative in CA (CRD 7838769), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Halcyon Investment Advisor manage?
Halcyon Investment Advisor reports $49.7M across 73 accounts in assets under management.
How do I contact Hui-Chiung Tseng?
Through Hui-Chiung's website, halcyonria.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.