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HH

Henry Huang

TAYLOR GREY
Newport Beach, CA
Some features on this profile are disabled
CRD#: 5902670
HH

Professional summary

Henry Huang is a registered financial professional currently at TAYLOR GREY, INC. located in Newport Beach, California.

Henry is registered as a RR (Registered Representative) and started their career in finance in 2017. Henry has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Henry Huang'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

September 2, 2021 - Present

TAYLOR GREY, INC.

BD
CRD#: 308518
Newport Beach, CA
Past

November 27, 2017 - September 10, 2020

HFF SECURITIES L.P.

BD
CRD#: 131585
LOS ANGELES, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(9/2/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 2/11/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/27/2017
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/15/2021
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TG
TAYLOR GREY, INC.
TAYLOR GREY, INC.

CRD#: 308518 / SEC#: , 8-70517

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
3158 Scholarship, Newport Beach, CA 92612
Mailing Address
3158 Scholarship, Newport Beach, CA 92612
Phone number
(626) 241-0075
Established
California since 03/10/2020
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

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Documents

Direct owners and executive officers

NamePositionCRD#
HUANG, HENRYCEO, CCO5902670
COLLINS, ELIZABETH SARAHFINANCIAL AND OPERATIONS PRINCIPAL/CFO

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

TAYLOR GREY, INC.

CRD#: 308518Newport Beach, CA

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