Chui-Wa Leung has been an investment adviser representative at Pacific Excel Wealth Advisors since August 2026, and is not listed among the firm’s executive officers or direct owners.
Pacific Excel Wealth Advisors, Inc. is a Walnut Creek, CA firm with $111M under management, 115 clients and 3 advisers across 2 offices, as of its August 2026 filing.
Chui-Wa Leung’s longest registration was 15 years at Voya Financial Advisors, Inc. (2006–2021). Before joining Pacific Excel Wealth Advisors in 2026, Chui-Wa Leung was registered through Voya Financial Advisors, Inc. and Morgan Stanley.
- – present · under a yearNewark, CA · Adviser representative · Firm CRD 172356
- Center Pillar Wealth Management LLCAlso current– present · 5 yearsNewark, CA · Adviser representative · Firm CRD 313243
- Voya Financial Advisors, Inc.– · 15 yearsNewark, CA · Adviser representative · Firm CRD 2882
- Morgan Stanley– · under a yearOakland, CA · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Chui-Wa Leung is registered as an investment adviser representative in California, since May 2021.
- CaliforniaSince 27 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 13 May 2005 |
| Series 66 | Uniform Combined State Law Examination | 13 April 2005 |
| Series 7 | General Securities Representative Examination | 24 March 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Chui-Wa Ripple Leung
- CRD
- 4916257
- Firm
- Pacific Excel Wealth Advisors · CRD 172356
- Office
- 3900 New Mall Road, 3rd Floor, Newark, CA 94560
- Registration
- Investment adviser registration
- In the industry since
- May 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Chui-Wa Leung work?
Chui-Wa Leung is an investment adviser representative registered through Pacific Excel Wealth Advisors, Inc. since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Chui-Wa Leung a financial advisor?
Yes. Chui-Wa Leung has a current investment-adviser registration in California, through Pacific Excel Wealth Advisors since August 2026.
How many years of experience does Chui-Wa Leung have?
Chui-Wa Leung has 21 years in the financial industry, since May 2005, across 4 adviser firms.
What exams has Chui-Wa Leung passed?
Chui-Wa Leung has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in March 2005. FINRA credited Chui-Wa Leung with the SIE, which began in October 2018.
Where did Chui-Wa Leung work before Pacific Excel Wealth Advisors?
Before Pacific Excel Wealth Advisors, Chui-Wa Leung was registered through Voya Financial Advisors, Inc., April 2006 to June 2021; Morgan Stanley, May 2005 to February 2006.
Where is Chui-Wa Leung based?
Chui-Wa Leung’s registered office is in Newark, CA.
Is Chui-Wa Leung registered with FINRA?
No. Chui-Wa Leung has no current broker registration.
How can I verify Chui-Wa Leung’s record?
Search CRD 4916257 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chui-Wa Leung’s full registration record.
