A complete list of active advisors currently associated with Whiteswan Trading Corporation

Warmer can help you find a great advisor at Whiteswan Trading Corporation or one who fits your needs even better.

Whiteswan Trading provides investment advisory services, financial planning, and hourly consultations to individual and business clients, and also offers insurance and real estate services. These services are delivered through an appropriately licensed investment adviser representative and include portfolio management, retirement and education planning, and cash‑flow and business planning. The firm’s investment approach emphasizes value investing and strategic asset allocation, supplemented by fundamental, technical, and charting analysis, with discretion to tailor portfolios to client circumstances and special situations. Whiteswan Trading typically advises on exchange‑listed securities, ETFs, equities and options and actively monitors accounts with periodic reviews and rebalance conversations. Distinctive features disclosed in the brochure include that the adviser is licensed to sell insurance and real estate and receives commissions from insurance companies and real estate brokers, a mix of brokerage and advisory activities the firm identifies as potential conflicts of interest. The firm also makes performance‑based fee arrangements available to qualified clients under a high‑water‑mark structure and requires use of a designated custodian platform for trading and custody; the brochure notes proxy voting is left to clients.

To learn more about the advisors currently working at Whiteswan Trading Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Cheng Su	San Francisco, CA	6

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