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Sean C. Hsieh
CONCREIT FUND MANAGEMENT LLC
SEATTLE, WA 98101
Some features on this profile are disabled
CRD#: 7318105
SH
Professional summary
Sean Chang Hsieh is a registered financial advisor currently at CONCREIT FUND MANAGEMENT LLC located in Seattle, Washington.
Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Sean has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Sean Chang Hsieh'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®
NoneExperience
Current
September 12, 2022 - Present
CONCREIT FUND MANAGEMENT LLC
Office #1: 1942 Westlake Ave Unit 3204, Seattle, WA 98101RIA
CRD#: 310737
SEATTLE, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CONCREIT FUND MANAGEMENT LLC
CONCREIT FUND MANAGEMENT LLC
CRD#: 310737 / SEC#: 801-122742
RIA
Registered Investment Advisory firm - (3/9/2022 Approved)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
Texas(9/12/2022)
Exams
Current Firm
CF
CONCREIT FUND MANAGEMENT LLC
CONCREIT FUND MANAGEMENT LLC
CRD#: 310737 / SEC#: 801-122742
RIA
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Contact information
Main Address
1942 Westlake Ave Unit 3204, Seattle, WA 98101
Mailing Address
1201 Third Avenue Suite 2200, Seattle, WA 98101
Phone number
(206) 350-7570
Established
Firm type
Fiscal year end
# of Employees
0
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 8,133,234 |
Red Flags
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