FT
Felix H. Tseng
FHT
Irvine, CA
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CRD#: 4587016
FT
Professional summary
Felix Hsu Tseng is a registered financial advisor currently at FHT, LLC located in Irvine, California.
Felix is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Felix has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Felix Hsu Tseng'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
October 17, 2002 - Present
FHT, LLC
RIA
CRD#: 122827
Irvine, CA
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.Highlighted states indicate IAR registrations
IAR
California(10/17/2002)
IAR
Texas(4/22/2015)
Exams
Current Firm
FL
FHT, LLC
FHT, LLC
CRD#: 122827 / SEC#:
California
Registered Investment Advisory firm - (10/17/2002 Approved)Texas
Registered Investment Advisory firm - (4/21/2015 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Irvine, CA
Mailing Address
6789 Quail Hill Parkway Suite 612, Irvine, CA 92603
Phone number
(949) 340-3566
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 53,080,661 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
