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Hung-lin C. Dowling

CLSA AMERICAS
New York, NY 10036
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CRD#: 4419973
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Professional summary


Hung-lin Chen Dowling, who also goes by H. Sandy Chen, Hung - Lin Chen, Hung-lin Chen, Hunglin Sandy Chen, Sandy Chen, Sandy Hung-lin, is a registered financial professional currently at CLSA AMERICAS, LLC located in New York, New York.

Hung-lin is registered as a RR (Registered Representative) and started their career in finance in 2003. Hung-lin has worked at 2 firms and has passed the Series 63, Series 16, SIE, Series 86, Series 87 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


H. Sandy Chen | Hung - Lin Chen | Hung-Lin Chen | Hunglin Sandy Chen | Sandy Chen | Sandy Hung-Lin

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 Hung-lin Chen Dowling'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

November 2, 2020 - Present

CLSA AMERICAS, LLC

Office #1: 1155 Avenue Of The Americas 17th Floor, New York, NY, 10036
RIA
BD
CRD#: 165533
New York, NY
Past

May 13, 2009 - August 6, 2009

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
CHICAGO, IL
Past

February 10, 2003 - July 17, 2008

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
CHICAGO, IL

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


State Security Law Exam
RR
Series 63
Date: 6/10/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 16
Date: 11/3/2020
NYSE Supervisory Analyst Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
New York Stock Exchange

Current Firm


CA
CLSA AMERICAS, LLC
CLSA AMERICAS, LLC

CRD#: 165533 / SEC#: , 8-69166

California
Registered Investment Advisory firm - SEC (1/1/2019 Approved)
Connecticut
Registered Investment Advisory firm - SEC (1/14/2019 Approved)
Texas
Registered Investment Advisory firm - SEC (1/28/2019 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1155 Avenue Of The Americas 17th Floor 17th Floor, New York, NY, 10036
Mailing Address
1155 Avenue Of The Americas 17th Floor, New York, NY, 10036
Phone number
(212) 549-5097
Established
Delaware since 08/15/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
61

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CLSA AMERICAS HOLDINGS, INC.MEMBER/SHAREHOLDER
BILLET, CHRISTIAN LESLIECCO2441597
HOLUB, WILLIAM CHARLESBOARD MEMBER, CFO-FINOP2680290
PARK, EDWARDBOARD MEMBER7550990
SCHWARTZ, BRADLEY HARRISBOARD MEMBER, CEO2372237
ZHANG, HUIZIBOARD MEMBER8008880

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


CLSA AMERICAS, LLC

CRD#: 165533New York, NY 10036

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