William Cheng has been an investment adviser representative at First Advisors National since June 2026, and is not listed among the firm’s executive officers or direct owners.
First Advisors National, LLC is an Atlanta, GA firm with $506M under management, 4,858 clients and 64 advisers across 63 offices, as of its March 2026 filing.
- First Advisors National, LLCCurrent– present · under a yearPanama City, FL · Adviser representative · Firm CRD 166212
Investment adviser representative registrations
William Cheng is registered as an investment adviser representative in Florida, since June 2026.
- FloridaSince 11 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 18 January 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 August 2024 |
| Series 65 | Uniform Investment Adviser Law Examination | 30 March 2024 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William C Cheng
- CRD
- 8245422
- Firm
- First Advisors National · CRD 166212
- Office
- Panama City, FL
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does William Cheng work?
William Cheng is an investment adviser representative registered through First Advisors National, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is William Cheng a financial advisor?
Yes. William Cheng has a current investment-adviser registration in Florida, through First Advisors National since June 2026.
How many years of experience does William Cheng have?
William Cheng has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has William Cheng passed?
William Cheng has passed 3 licensing exams: the Series 65, Series 63 and SIE. The earliest, the Series 65, was passed in March 2024.
Where is William Cheng based?
William Cheng’s registered office is in Panama City, FL.
Is William Cheng registered with FINRA?
No. William Cheng has no current broker registration.
How can I verify William Cheng’s record?
Search CRD 8245422 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Cheng’s full registration record.
