Xuebo Sun
Professional summary
Xuebo Sun, who also goes by Boe Sun, Golden Sun, is a registered financial professional currently at USMART CAPITAL, LLC located in New York, New York.
Xuebo is registered as a RR (Registered Representative) and started their career in finance in 2006. Xuebo has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Xuebo Sun's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 17, 2025 - Present
USMART CAPITAL, LLC
Office #1: 477 Madison Avenue 6th Fl Suite 631-635c, New York, NY, 10022Office #2: 477 Madison Avenue 6th Fl Suite 631-635c, New York, NY, 10022October 2, 2006 - October 21, 2011
MAXIM GROUP LLC
June 22, 2006 - October 6, 2006
MAX INTERNATIONAL BROKER/DEALER CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/8/2025)
Exams
Series 7TO
Date: 11/17/2025
General Securities Representative ExaminationFINRA
Nasdaq Stock Market
Current Firm
USMART CAPITAL, LLC
CRD#: 329365 / SEC#: , 8-71200
Contact information
FINRA licenses (28 States and Territories)
Red Flags
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