CH
Chingtai A. Hung
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Skillman, NJ
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CRD#: 4212433
CH
Professional summary
Chingtai Annie Hung, who also goes by Chingtai Annie Hung-scanga, Chingtai Hung-scanga, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Skillman, New Jersey and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Princeton, New Jersey.
Chingtai is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Chingtai has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chingtai Annie Hung-Scanga | Chingtai Hung-Scanga
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.
1) HUNG AND SCANGA LLC, 140 E RIDGEWOOD AVE SUITE 415 PARAMUS NJ, 08/2006, PRESIDENT, TAX AND CONSULTING SERVICES, 20 HR/MO 0 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 08/2006, AS ADVISORY REP OF A RIA. INV REL, 80 HR/MO 40 HR/MO TRADING 3) USA SWIMMING- NJ LSC, 1933 ROUTE 35 STE 105 WALL NJ, 12/2015, CERTIFIED SWIM OFFICIAL. NIR, NPO, 10 HR/MO 0 HR/MO TRADING 4) EVISORS INC, 55 BROAD ST STE 15F NEW YORK NY, 11/2018. OFFERING CAREER ADVICE TO SUNY STUDENTS. NIR, 2 HR/MO 1 HR/MO TRADING 5) ATO CAPITAL GLOBAL CORP. DBA A2O CAPITAL GLOBAL CORP, 116 VILLAGE BLVD STE 200 PRINCETON NJ, 01/2013, OWNER, INCOME PASS-THROUGH DBA, NIR, 160 HR/MONTH 120 HR/MONTH TRADING 6) THE NATIONAL COLLEGIATE ATHLETIC ASSOCIATION SWIMMING AND DIVING, 116 VILLAGE BLVD STE 200 PRINCETON NJ, 11/2022, COMPETITION OFFICIAL, VOLUNTEER, NIR, 3 HR/MO 1 HR/MO TRADING 7) INTUIT/TURBOTAX, 47 E. Hartwick Dr., Skillman NJ 08558, United States, 11/15/2024, TAX ADVISOR, Seasonal Employee NIR, 80 HR/MO 35 HR TRADING 8) ATLANTIS ACCOUNTING LLC, PRINCETON NJ, 10/2023, OWNER, TAX SERVICES, NIR, 40 HR/MO 15 HR/MO TRADING 9) ATLANTIS ACCOUNTING LLC / ANNIE HUNG, 116 VILLAGE BLVD STE 200 PRINCETON NJ, 05/2024, OWNER, NOTARY, NIR, 1 HR/MO 0 HR/MO TRADING 10) ANNIE HUNG, 116 VILLAGE BLVD STE 200 PRINCETON NJ, 05/2024, REALTOR, 1099 CONTRACTOR, NIR, 1 HR/MO 0 HR/MO TRADING 11) CERTIFYING ACCEPTANCE AGENT (CAA), 116 VILLAGE BLVD STE 200 PRINCETON NJ, 05/2024, AGENT, TAX SERVICES, NIR, 1 HR/MO 0 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Chingtai Annie Hung'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®
NoneExperience
Current
August 11, 2006 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #2: Princeton Forrestal Village 116 Village Blvd, Suite 200, Princeton, NJ 08540RIA
CRD#: 134139
Skillman, NJ
Current
August 11, 2006 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: Princeton Forrestal Village 116 Village Blvd, Suite 200, Princeton, NJ 08540BD
CRD#: 39543
Princeton, NJ
Past
June 28, 2002 - August 25, 2006
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
PARAMUS, NJ
Past
June 28, 2002 - August 25, 2006
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
PARAMUS, NJ
Past
July 20, 2000 - July 8, 2002
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
California(2/18/2021)
RR
Florida(8/11/2006)
RR
New Jersey(8/11/2006)
IAR
New Jersey(8/11/2006)
RR
New York(8/11/2006)
RR
Pennsylvania(9/29/2020)
RR
South Carolina(4/13/2017)
RR
Texas(11/12/2020)
IAR
Texas(11/12/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
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.
