James C. Chen

SOLID STREET CAPITAL MANAGEMENT

Pine Brook, NJ

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CRD#: 6434888

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.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view James Cheng Hao Chen'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

January 29, 2015 - Present

SOLID STREET CAPITAL MANAGEMENT

RIA

CRD#: 173830

Pine Brook, NJ

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(1/29/2015)

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Exams

State Security Law Exam

Series 63

Date: 3/31/2014

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/10/2014

Uniform Investment Adviser Law Examination

Current Firm

SOLID STREET CAPITAL MANAGEMENT

SOLID STREET CAPITAL MANAGEMENT | SOLID STREET LLC

CRD#: 173830 / SEC#:

New Jersey

Registered Investment Advisory firm - (1/29/2015 Approved)

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Contact information

Main Address

Pine Brook, NJ

Mailing Address

144 N. Beverwyck Road Suite 158, Lake Hiawatha, NJ 07034-1909

Phone number

(973) 869-9960

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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James C. Chen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Cheng Hao Chen's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOLID STREET CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 3/31/2014

Series 65

Date: 3/10/2014

Current Firm

SOLID STREET CAPITAL MANAGEMENT

Contact information

Documents

Red Flags

Company Information

SOLID STREET CAPITAL MANAGEMENT

TRUST BUT VERIFY

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