Andy Chong has been an investment adviser representative at Highline Wealth Partners since September 2020, and is not listed among the firm’s executive officers or direct owners. Andy Chong holds a Bachelor of Arts from the University of California, Davis.
Highline Wealth Partners, LLC is a Sherman Oaks, CA firm with $868M under management, 360 clients and 15 advisers in one office, as of its June 2026 filing.
Andy Chong is Director, Wealth Advisor of Highline Wealth Partners, serving families and small to lower-middle-market businesses in Los Angeles and the Central Valley. Before joining Highline, he worked as a Senior Wealth Portfolio Manager at BNY Mellon and Northern Trust, and held client relationship and portfolio management responsibilities at Kayne Anderson Rudnick and US Trust Company in Los Angeles.
- Highline Wealth PartnersCurrent– present · 6 yearsSherman Oaks, CA · Adviser representative · Firm CRD 284712
Professional designations
Listed by Highline Wealth Partners
- Chartered Financial Analyst (CFA)
- Certified Exit Planning Advisor (CEPA)
Investment adviser representative registrations
Andy Chong is registered as an investment adviser representative in California, since September 2020.
- CaliforniaSince 23 September 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 10 January 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 January 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 December 1998 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Andy Bob Chong
- CRD
- 3166279
- Firm
- Highline Wealth Partners · CRD 284712
- Office
- 15260 VENTURA BLVD., SUITE 855, Sherman Oaks, CA 91403
- Registration
- Investment adviser registration
- In the industry since
- September 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- highlinewp.com
Where does Andy Chong work?
Andy Chong is an investment adviser representative registered through Highline Wealth Partners, LLC since September 2020, and is not listed among the firm’s executive officers or direct owners.
Is Andy Chong a financial advisor?
Yes. Andy Chong has a current investment-adviser registration in California, through Highline Wealth Partners since September 2020.
How many years of experience does Andy Chong have?
Andy Chong has 6 years in the financial industry, since September 2020, across 1 adviser firm.
What exams has Andy Chong passed?
Andy Chong has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in December 1998.
Where is Andy Chong based?
Andy Chong’s registered office is in Sherman Oaks, CA.
Is Andy Chong registered with FINRA?
No. Andy Chong has no current broker registration.
Is Andy Chong a CFA charterholder?
Highline Wealth Partners lists Andy Chong with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Andy Chong’s record?
Search CRD 3166279 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andy Chong’s full registration record.
