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Daniel Y. Chang

ST GLOBAL MARKETS USA LLC
Great Neck, NY 11021
Some features on this profile are disabled
CRD#: 3084376
DC

Professional summary


Daniel Yu Cheng Chang, who also goes by Daniel Yu-cheng Chang, Daniel Chang, Yucheng Chang, is a registered financial professional currently at ST GLOBAL MARKETS USA LLC located in Great Neck, New York.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 2001. Daniel has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Daniel Yu-Cheng Chang | Daniel Chang | Yucheng Chang

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 Daniel Yu Cheng Chang's CRS (Customer Relationship Summary).
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

February 1, 2024 - Present

ST GLOBAL MARKETS USA LLC

Office #1: 45 N. Station Plaza Ste 209, Great Neck, NY 11021
BD
CRD#: 324143
Great Neck, NY
Past

June 1, 2015 - October 28, 2015

TRANSGLOBAL ADVISORY, LLC

RIA
CRD#: 168709
PASADENA, CA
Past

May 29, 2015 - December 31, 2023

GLOBALINK SECURITIES, INC.

BD
CRD#: 29721
PASADENA, CA
Past

November 29, 2007 - June 21, 2013

HSBC SECURITIES (USA) INC.

RIA
CRD#: 19585
NEW YORK, NY
Past

January 1, 2005 - June 21, 2013

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK, NY
Past

April 16, 2001 - January 1, 2005

HSBC BROKERAGE (USA) INC.

BD
CRD#: 6956
NEW YORK, 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
(2/1/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/11/2001
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SG
ST GLOBAL MARKETS USA LLC
ST GLOBAL MARKETS USA LLC

CRD#: 324143 / SEC#: , 8-71021

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
45 N. Station Plaza Ste 209, Great Neck, NY 11021
Mailing Address
45 N. Station Plaza Ste 209, Great Neck, NY 11021
Phone number
(855) 800-1688
Established
Delaware since 10/20/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 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#
ST FINANCIAL LLCOWNER
WONG, EDWARD KEWEISALES SUPERVISOR4388478
LEWIS, RICHARD DONALDCEO7148238
MANZO, MARK THOMASFINOP1229739
ROGE, SHARI RHENEECHIEF COMPLIANCE OFFICER1312012

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


ST GLOBAL MARKETS USA LLC

CRD#: 324143Great Neck, NY 11021

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