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AT

Aleanor S. Tong

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CRD#: 1217766
AT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Aleanor Sauyan Tong, who also goes by Aleanor Sau Yan Chan, Aleanor Sau Yan Tong Chan, Aleanor Sauyan Chan, Aleanor Sau Yan Tong, was a registered financial professional .

Aleanor is a previously registered financial professional and started their career in finance in 1985. Aleanor had worked at 8 firms and has passed the SIE, Series 7 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Aleanor Sau Yan Chan | Aleanor Sau Yan Tong Chan | Aleanor Sauyan Chan | Aleanor Sau Yan Tong

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 7, 2014 - August 26, 2019

COURTLANDT SECURITIES CORPORATION

BD
CRD#: 137356
Irvine, CA
Past

September 26, 2011 - October 4, 2012

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

June 1, 2009 - October 8, 2009

MORGAN STANLEY

BD
CRD#: 149777
PURCHASE, NY
Past

June 18, 1999 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

June 19, 1997 - June 3, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

July 31, 1993 - April 10, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 24, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

August 18, 1986 - November 13, 1986

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
Past

April 23, 1985 - April 7, 1986

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 6/5/1996
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


CS
COURTLANDT SECURITIES CORPORATION
COURTLANDT | COURTLANDT SECURITIES CORPORATION | COURTLANDT FINANCIAL GROUP, INC.

CRD#: 137356 / SEC#: , 8-67081

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
895 Dove Street 3rd Floor, Newport Beach, CA 92660
Mailing Address
P.o. Box 11929, Newport Beach, CA 92658
Phone number
(800) 994-7094
Established
California since 06/07/2005
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CRUZ, MICHAEL LAWRENCEPRESIDENT, CEO, CHIEF COMPLIANCE OFFICER2130750
LANG, LAURAFINANCIAL AND OPERATIONS PRINCIPAL2249418

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


COURTLANDT SECURITIES CORPORATION

CRD#: 137356

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