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Chung Hei Sing

Advisor at Applied Derivative Research or "ADR"

Updated today
Applied Derivative Research or "ADR" logo

Firm

Applied Derivative Research or "ADR"

Location

Brookeville, MD

Credentials

Series 65

Industry experience

4 years

About

Chung Hei Sing is a financial advisor at Applied Derivative Research (ADR) with four years of industry experience. He holds a Series 65 designation and has worked at Arquitos Capital Management and UNC Management Company prior to joining ADR. He serves as a board member of the Maryland Technology Development Corporation, an organization focused on economic development through early-stage investments. Applied Derivative Research provides discretionary and non-discretionary portfolio management and advisory services to high-net-worth individuals, institutional investors, and pooled investment vehicles. The firm combines bottom-up fundamental research with a thematic top-down overlay emphasizing sustainable and impact-oriented opportunities, employing customized mandates and offering both strategic asset allocation advice and active portfolio implementation.

Client services

Based on Applied Derivative Research or "ADR"

Portfolio management Selection of other advisers

Expertise

Based on Applied Derivative Research or "ADR"

ESG / Sustainable investing Active portfolio management Private / alternative investments Concentrated stock management

Fee options

Percentage

0% to 2% (varies by client and negotiated factors)

Performance-based

Performance allocation ranges from 0% to 30% of net profits, subject to high-water mark and client eligibility (minimum 1 year relationship)

Other

Account minimum: $1,000,000 (may be waived at firm's discretion)

Location

Brookeville, MD

Most active in

Maryland

Work history

Applied Derivative Research

2018 - Present (8 years)

Arquitos Capital Management

2016 - 2017 (1 year)

UNC Management Company

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kathleen M

CFP®, Series 65

Laurel, MD

McQuade, Kathleen Mary

General retirement planning
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Edward N

Series 66

Gaithersburg, MD

Enroute Wealth Management, LLC

Annuities

Matthew P

CFP®

Columbia, MD

Patuxent Financial Partners, LLC

Hi, I’m Matt. My job as a financial planner is to make your life simpler. To help you efficiently and effectively narrow down your options, so you can make the right decisions. And be confident in those decisions for the long-term. Financial planning and investment management are often muddied by unnecessary complexity (usually in an effort to sell you something). It doesn’t need to be this way. I began my career in the financial services industry in 2003 as an analyst with the due diligence law firm Snyder Kearney, LLC (Columbia, MD). At Snyder Kearney, I reviewed public and private securities offerings and evaluated national securities sponsoring companies, focusing on real estate investments and non-traditional investment products. It was there that I realized that I wanted to know more about the practice of law and a lot more about the pretty co-worker in the cubicle next to me, Sylvie. I earned my law degree in 2007 from the University of Baltimore School of Law and married Sylvie in 2008; further proof that education and personal relationships are the investments that produce the best returns. After law school, I practiced law with the firm David Albert & Associates, LLC (Bethesda, MD), focusing in estate planning and administration, guardianship administration, taxation of estates and trusts, and business formations. There, I recognized that helping clients through complicated and often stressful issues was intellectually stimulating and emotionally fulfilling. In 2010, I opened Patuxent Financial Partners, LLC, registered as an Investment Adviser with the State of Maryland in 2017. Here, I leverage my legal background to provide clients with value-added insight in the overlapping areas of estate and financial planning. More importantly, as a personal financial planner and small business owner, I can build lasting relationships with clients and their families; these connections make my work fulfilling, because client success becomes intertwined with my own. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and hold the FINRA Series 65 securities registration. Raised in Columbia, Maryland, I graduated from McDaniel College with a bachelor's degree in English. Outside of the office, I enjoy running, reading, and hiking with my wife, son, and our mutt hound, Kodi.

General estate planning guidance Retirement income strategy General retirement planning Government Employee Baby Boomers (Born 1946-1964)
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David M

CFA®

Germantown, MD

Parkview Capital LLC

Options & derivatives strategies Real estate investing
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John P

CFP®, Series 63, Series 65

Rockville, MD

Cwm Financial Group, Inc.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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Samuel A

ChFC®, Series 63, Series 65

Kensington, MD

Laser Wealth Management, LLC

General tax planning
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