Sydney C. Yang
Professional summary
Sydney Catherine Yang, who also goes by Sydney Yang, is a registered financial professional currently at PH PARTNERS, LLC located in Austin, Texas.
Sydney is registered as a RR (Registered Representative) and started their career in finance in 2026. Sydney has worked at 1 firm and has passed the Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Sydney Catherine Yang's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 15, 2026 - Present
PH PARTNERS, LLC
Office #1: 515 Congress Avenue Suite 1515, Austin, TX 78701State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 4/28/2026
General Securities Representative ExaminationFINRA
Current Firm
PH PARTNERS, LLC
CRD#: 130790 / SEC#: , 8-66396
Contact information
FINRA licenses (48 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PERKINS, BENJAMIN WADE | CEO/CCO/MANAGING MEMBER | 3162623 |
Disclosures
| Regulatory Event | 3 |
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
PH PARTNERS, LLC
CRD#: 130790Austin, TX 78701TRUST BUT VERIFY
Monitor Sydney Yang
Get automatic monthly alerts on: