AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MC

Michael N. Chung

INTREPID PARTNERS
New York, NY 10019
Some features on this profile are disabled
CRD#: 5739877
MC

Professional summary


Michael Nmn Chung, who also goes by Michael Chung, is a registered financial professional currently at INTREPID PARTNERS, LLC located in New York, New York and AFW ASSOCIATES LLC located in New York, New York.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2010. Michael has worked at 33 firms and has passed the Series 99TO, SIE and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Chung

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 Michael Nmn Chung'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®
None

Experience


Current

July 22, 2015 - Present

INTREPID PARTNERS, LLC

Office #1: 712 Fifth Avenue 31st Floor, New York, NY 10019
BD
CRD#: 198516
New York, NY
Current

March 28, 2018 - Present

AFW ASSOCIATES LLC

Office #1: 152 West 57th Street 36th Floor, New York, NY 10019
BD
CRD#: 289429
New York, NY
Current

July 22, 2021 - Present

RHONE GROUP ADVISORS LLC

Office #1: 630 Fifth Avenue Suite 3110, New York, NY 10111
BD
CRD#: 106342
New York, NY
Current

February 1, 2022 - Present

CONNAUGHT (U.S.) LLC

Office #1: 2 Soho Place, London, W1D 3BG
BD
CRD#: 300401
London,
Current

August 22, 2022 - Present

CAPLIGHT MARKETS LLC

Office #1: 531 Howard Street 4th Floor, San Francisco, CA 94105
BD
CRD#: 103970
SAN FRANCISCO, CA
Current

January 27, 2023 - Present

HEDGE PRO

Office #1: 125 Townpark Drive Suite 300, Kennesaw, GA 30179
BD
CRD#: 317250
Kennesaw, GA
Current

August 25, 2023 - Present

AIME CAPITAL MARKETS LLC

Office #1: 445 Northern Blvd Ste 28, Great Neck, NY 11021
BD
CRD#: 323458
Great Neck, NY
Current

December 22, 2023 - Present

EAGLE POINT SECURITIES LLC

Office #1: 600 Steamboat Road Suite 202, Greenwich, CT 06830
BD
CRD#: 324528
Greenwich, CT
Past

April 22, 2021 - October 12, 2021

FORGE MARKETS LLC

BD
CRD#: 166555
SAN FRANCISCO, CA
Past

January 26, 2021 - March 20, 2023

LEX

BD
CRD#: 304601
NEW YORK, NY
Past

January 23, 2020 - November 4, 2024

SPC CAPITAL MARKETS LLC

BD
CRD#: 304381
GREENWICH, CT
Past

February 13, 2018 - March 19, 2020

WILLIAM O'NEIL SECURITIES

BD
CRD#: 894
NEW YORK, NY
Past

January 5, 2017 - November 3, 2020

BLUE OWL SECURITIES

BD
CRD#: 283250
New York, NY
Past

April 21, 2016 - January 2, 2018

CVC FUNDING, LLC

BD
CRD#: 277056
NEW YORK, NY
Past

March 31, 2016 - May 2, 2019

S2K FINANCIAL LLC

BD
CRD#: 248786
ORLANDO, FL
Past

February 11, 2016 - March 2, 2020

CITIZENS CAPITAL MARKETS

BD
CRD#: 277073
STAMFORD, CT
Past

October 27, 2015 - December 23, 2016

DIRECT MATCH

BD
CRD#: 226580
New York, NY
Past

April 13, 2015 - May 31, 2018

KIMBERLITE ADVISORS, LLC

BD
CRD#: 153501
NEW YORK, NY
Past

September 4, 2013 - April 6, 2015

LYSTER WATSON SECURITIES, INC.

BD
CRD#: 30210
NEW YORK, NY
Past

December 17, 2012 - July 29, 2013

FATOR SECURITIES LLC

BD
CRD#: 142008
NEW YORK, NY
Past

October 25, 2012 - May 1, 2019

CANAM INVESTOR SERVICES, LLC

BD
CRD#: 158539
NEW YORK, NY
Past

August 22, 2012 - December 31, 2019

BRASIL PLURAL SECURITIES LLC

BD
CRD#: 159384
NEW YORK, NY
Past

March 26, 2012 - March 1, 2013

ICAPITAL MARKETS LLC

BD
CRD#: 118219
NEW YORK, NY
Past

October 12, 2011 - April 2, 2015

SHELTER ROCK CAPITAL GROUP LLC

BD
CRD#: 156753
STAMFORD, CT
Past

June 1, 2011 - February 19, 2015

RK EQUITY CAPITAL MARKETS LLC

BD
CRD#: 148084
New York, NY
Past

February 18, 2011 - May 25, 2015

GOTO CAPITAL MARKETS, INC.

BD
CRD#: 153842
NEW YORK, NY
Past

June 9, 2010 - October 16, 2014

MOLECULAR SECURITIES INC.

BD
CRD#: 107165
NEW YORK, NY
Past

June 9, 2010 - September 3, 2015

MEESCHAERT CAPITAL MARKETS, INC.

BD
CRD#: 17012
NYC, NY
Past

April 8, 2010 - June 1, 2021

BANCO DO BRASIL SECURITIES LLC

BD
CRD#: 132701
NEW YORK, NY
Past

March 31, 2010 - April 16, 2015

FAIRFIELD RESEARCH SECURITIES CORPORATION

BD
CRD#: 19744
NEW CANAAN, CT
Past

March 19, 2010 - August 1, 2011

IATMARKETS LLC

BD
CRD#: 104312
NEW YORK, NY
Past

March 17, 2010 - August 17, 2011

BREN VENTURES LLC

BD
CRD#: 139768
NEW YORK, NY
Past

January 1, 2010 - May 17, 2013

CUE CAPITAL LIMITED PARTNERSHIP

BD
CRD#: 132503
NEW YORK, NY

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


General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


EP
EAGLE POINT SECURITIES LLC
EAGLE POINT SECURITIES LLC

CRD#: 324528 / SEC#: , 8-71048

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
600 Steamboat Road Suite 202, Greenwich, CT 06830
Mailing Address
600 Steamboat Road Suite 202, Greenwich, CT 06830
Phone number
(203) 340-8565
Established
Delaware since 11/29/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
EAGLE POINT HOLDINGS LPSOLE MEMBER
CHUNG, MICHAEL NMNFINOP/PFO5739877
DAIGLE, JENNIFFER ALYCEVICE PRESIDENT2620553
DOHERTY, JAMES HUGHPRINCIPAL OPERATIONS OFFICER (POO)4197747
FOX, GERHARD ROBERTCHIEF COMPLIANCE OFFICER2796860
ROTH, JOSEPH HARRISPRESIDENT7673254

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


EAGLE POINT SECURITIES LLC

CRD#: 324528New York, NY 10019

TRUST BUT VERIFY

Monitor Michael Chung

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics