Best Investors Account Sign in
Inactive

Kristin Michelle Sun

Sand Hill Global Advisors, LLC

Palo Alto, CA

Claim This Profile
Current Employers
Sand Hill Global Advisors, Llc

245 Lytton Avenue Suite 300, Palo Alto, CA 94301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2011-11-09
  • CA RA
    APPROVED
    Since 2011-11-09

Branch Locations

245 Lytton Avenue Suite 300, Palo Alto, CA 94301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sand Hill Global Advisors, Llc Palo Alto CA 10/2011 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-16
S63 Uniform Securities Agent State Law Examination 2004-12-13
  • S66 Uniform Combined State Law Examination
    2009-03-16
  • S63 Uniform Securities Agent State Law Examination
    2004-12-13
Other Names
  • Kristin Michelle Lee

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
DCVC
DCVC BIO
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
WAVERLEY CAPITAL MANAGEMENT, LLC
LUMINARI CAPITAL MANAGEMENT, LLC

Other Investors

DANIEL P MCGOVERN
SIRMA M TZOUTZOVA
LARYSA P SMYKOVSKAYA
CARL WONG
ALISON JONES
AAYUSH KUMAR
JEFFREY MARKS
MARIE WREAKS

Other Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA
CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
DCVC · PALO ALTO, CA
DCVC BIO · PALO ALTO, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA

More in Palo Alto, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor