Elliot Chun
Professional Summary
Elliot Chun, who also goes by Elliot Gregory Chun, is a registered financial advisor currently at WEILD & CO. located in New York, New York. Elliot is registered as a RR (Registered Representative) and started their career in finance in 2004. Elliot has worked at 2 firms and has passed the Series 63, Series 82TO, SIE, Series 55 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Elliot Gregory Chun
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
22 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CMA PARTNERS, LLC | WEILD CAPITAL, LLC | WEILD & CO., LLC | WEILD & CO. | THE NATIONAL RESEARCH STANDARD, INC. | THE NATIONAL RESEARCH STANDARD | THE NATIONAL RESEARCH EXCHANGE | ISSUWORKS CAPITAL, LLC
Contact Information
Main Address
777 29th Street Suite 402, Boulder, CO 80303Mailing Address
777 29th Street Suite 402, Boulder, CO 80303Phone Number
(303) 223-9621Established
New York since 10/22/2007Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(8/3/2020)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Jul 2020About the Series 82TO examSeries 55 — Limited Representative-Equity Trader Exam
Passed Aug 2004SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Elliot Chun's CRS (Customer Relationship Summary).
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