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CS

Chengyang Shen

HCC SECURITIES GROUP
JENKINTOWN (MONTGOMERY), PA 19046
CRD#: 8251385
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CS
Chengyang ShenHCC SECURITIES GROUP

Professional summary

Chengyang Shen is a registered financial professional currently at HCC SECURITIES GROUP, INC located in Jenkintown (montgomery), Pennsylvania.

Chengyang is registered as a RR (Registered Representative) and started their career in finance in 2026. Chengyang has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.

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) - BD

Click below to view Chengyang Shen'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

April 27, 2026 - Present

HCC SECURITIES GROUP, INC

Office #1: 261 Old York Rd # 823a, Jenkintown (montgomery), PA 19046
BD
CRD#: 16861
JENKINTOWN (MONTGOMERY), PA

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
Pennsylvania
(6/18/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/17/2026
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/27/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/31/2026
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

HS
HCC SECURITIES GROUP, INC
HCC SECURITIES GROUP, INC | PARK CITY CAPITAL, INC.

CRD#: 16861 / SEC#: , 8-34645

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
261 Old York Rd # 823a, Jenkintown (montgomery), PA 19046
Mailing Address
261 Old York Rd #823 A, Jenkintown (montgomery), PA 19046
Phone number
(215) 517-5700
Established
Delaware since 02/08/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SEGAL, STEVEN ALANPRESIDENT418012
SEGAL, STEVEN ALANCEO, CHIEF COMPLIANCE OFFICER418012
AVANTI & ROSE INTL, LLCDIRECT OWNER
HCC RICH CAPITAL HOLDINGS, LTDSHARE HOLDER

Disclosures

Regulatory Event2

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

HCC SECURITIES GROUP, INC

CRD#: 16861Jenkintown (montgomery), PA 19046

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