James Cheng Hao Chen
Professional Summary
James Cheng Hao Chen is a registered financial advisor currently at SOLID STREET CAPITAL MANAGEMENT located in Pine Brook, New Jersey. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. James has worked at 1 firm and has passed the Series 63 and Series 65 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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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
12 years in the financial services industry
Current & Past Employments
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Current Firm
SOLID STREET CAPITAL MANAGEMENT | SOLID STREET LLC
Contact Information
Main Address
Pine Brook, NJMailing Address
144 N. Beverwyck Road Suite 158, Lake Hiawatha, NJ 07034-1909Phone Number
(973) 869-9960# of Employees
1Documents
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view James Cheng Hao Chen's CRS (Customer Relationship Summary).
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