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RC

Richard Y. Chung

RBC CMA LTD
NEW YORK, NY 10281
Some features on this profile are disabled
CRD#: 2514336
RC

Professional summary


Richard Yi Chung, who also goes by Richard Y Chung, is a registered financial professional currently at RBC CMA LTD located in New York, New York.

Richard is registered as a RR (Registered Representative) and started their career in finance in 1995. Richard has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard Y Chung

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) - BD


Click below to view Richard Yi Chung's CRS (Customer Relationship Summary).

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


Current

April 20, 2023 - Present

RBC CMA LTD

Office #1: 200 Vesey Street 14th Floor, New York, NY 10281
BD
CRD#: 121263
NEW YORK, NY
Past

September 1, 2018 - March 3, 2023

BMO CAPITAL MARKETS CORP.

BD
CRD#: 16686
New York, NY
Past

June 13, 2016 - September 1, 2018

KGS-ALPHA CAPITAL MARKETS, L.P.

BD
CRD#: 151705
NEW YORK, NY
Past

February 4, 2005 - February 15, 2016

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

September 14, 1995 - November 21, 1997

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(4/20/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 5/23/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


RC
RBC CMA LTD
RBC CAPITAL MARKETS ARBITRAGE, S.A. | RBC CMA LTD | RBC CMA LLC

CRD#: 121263 / SEC#: , 8-65401

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
Walkers Corporate (bvi) Limited 171 Main Street, Po Box 92 Road Town, Tortola,, FOREIGN
Mailing Address
3 World Financial Center 200 Vesey Street - 14th Floor, New York, NY 10281
Phone number
(212) 858-7000
Established
Firm type
Limited Liability Company
Fiscal year end
October
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
ROYAL BANK HOLDING INC.DIRECT OWNER
GRANNIS, JOHNCHIEF OPERATING OFFICER2934841
JASNOSZ, MICHAEL EDWARDCHIEF COMPLIANCE OFFICER4386029
JIANG, HEPRINCIPAL OPERATIONS OFFICER5107323
MANNING, THOMAS JAMES IVPRESIDENT, CEO5182531
PODYMA, LIDIA ANETAPRINCIPAL FINANCIAL OFFICER5764487
ROSENBAUM, DANIEL PHILIPCHAIRMAN OF THE BOARD2797995

Disclosures


Regulatory Event6

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


RBC CMA LTD

CRD#: 121263New York, NY 10281

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