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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
HH

Huanyan Huang

GRAYSCALE SECURITIES
Stamford, CT 06902
Some features on this profile are disabled
CRD#: 6474014
HH

Professional summary

Huanyan Huang, who also goes by Grace Huang, Huanyan Huang, is a registered financial professional currently at GRAYSCALE SECURITIES, LLC located in Stamford, Connecticut.

Huanyan is registered as a RR (Registered Representative) and started their career in finance in 2015. Huanyan has worked at 3 firms and has passed the Series 63, Series 7TO, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Grace Huang | Huanyan Huang

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 Huanyan Huang's CRS (Customer Relationship Summary).
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

December 8, 2025 - Present

GRAYSCALE SECURITIES, LLC

Office #1: 290 Harbor Drive 4th Floor, Stamford, CT 06902
BD
CRD#: 305907
Stamford, CT
Past

June 12, 2024 - April 11, 2025

STONEHAVEN, LLC

BD
CRD#: 118913
NEW YORK, NY
Past

April 28, 2016 - April 19, 2017

SCOTTRADE, INC.

BD
CRD#: 8206
MILLBURN, NJ
Past

July 8, 2015 - February 12, 2016

SCOTTRADE, INC.

BD
CRD#: 8206
MILLBURN, NJ

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
Alabama
(12/8/2025)
RR
Alaska
(12/8/2025)
RR
Arizona
(12/8/2025)
RR
Arkansas
(12/8/2025)
RR
California
(12/8/2025)
RR
Colorado
(12/8/2025)
RR
Connecticut
(12/8/2025)
RR
Delaware
(12/8/2025)
RR
District of Columbia
(12/8/2025)
RR
Florida
(12/8/2025)
RR
Georgia
(12/8/2025)
RR
Hawaii
(12/8/2025)
RR
Idaho
(12/8/2025)
RR
Illinois
(12/8/2025)
RR
Indiana
(12/8/2025)
RR
Iowa
(12/8/2025)
RR
Kansas
(12/8/2025)
RR
Kentucky
(12/8/2025)
RR
Louisiana
(12/8/2025)
RR
Maine
(12/8/2025)
RR
Maryland
(12/8/2025)
RR
Massachusetts
(12/8/2025)
RR
Michigan
(12/8/2025)
RR
Minnesota
(12/8/2025)
RR
Mississippi
(12/8/2025)
RR
Missouri
(12/8/2025)
RR
Montana
(12/8/2025)
RR
Nebraska
(12/8/2025)
RR
Nevada
(12/8/2025)
RR
New Hampshire
(12/8/2025)
RR
New Jersey
(12/8/2025)
RR
New Mexico
(12/8/2025)
RR
New York
(12/8/2025)
RR
North Carolina
(12/9/2025)
RR
North Dakota
(12/8/2025)
RR
Ohio
(12/8/2025)
RR
Oklahoma
(12/8/2025)
RR
Oregon
(12/8/2025)
RR
Pennsylvania
(12/8/2025)
RR
Puerto Rico
(12/8/2025)
RR
Rhode Island
(12/8/2025)
RR
South Carolina
(12/8/2025)
RR
South Dakota
(12/8/2025)
RR
Tennessee
(12/8/2025)
RR
Texas
(12/8/2025)
RR
Utah
(12/8/2025)
RR
Vermont
(12/8/2025)
RR
Virgin Islands
(12/8/2025)
RR
Virginia
(12/8/2025)
RR
Washington
(12/8/2025)
RR
West Virginia
(12/8/2025)
RR
Wisconsin
(12/8/2025)
RR
Wyoming
(12/8/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 5/6/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/12/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/17/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 1/9/2018
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 7/7/2015
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

GS
GRAYSCALE SECURITIES, LLC
GRAYSCALE SECURITIES, LLC

CRD#: 305907 / SEC#: , 8-70437

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
290 Harbor Drive 4th Floor, Stamford, CT 06902
Mailing Address
290 Harbor Drive 4th Floor, Stamford, CT 06902
Phone number
(203) 998-6150
Established
Delaware since 06/14/2018
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

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GRAYSCALE OPERATING, LLCSOLE MEMBER OF GRAYSCALE SECURITIES, LLC
MASCI, KATHRYN CODYFINOP / PFO6755238
PALASZ, FELICA CORNELIAPOO7830001
PALMER, JORDAN WYNNCHIEF EXECUTIVE OFFICER7279088
ROBERTS, ALLISON BRADYCHIEF COMPLIANCE OFFICER5198017
SALM, CRAIG IANCHIEF LEGAL OFFICER6936921

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

GRAYSCALE SECURITIES, LLC

CRD#: 305907Stamford, CT 06902

TRUST BUT VERIFY

Monitor Huanyan Huang

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

Similar Advisors

Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Brian Joseph Marchini
Brian MarchiniAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
White Plains, NY
Philip David Meese
Philip MeeseAdvisorCheck Check Mark
AE WEALTH MANAGEMENT, LLC
IAR
Darien, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.