Matthew Chung

Employer firm

Sykon Capital LLC CRD 326728

$350M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 07/2017
  Morgan Stanley
  Stamford, CT
• 07/2012 → 12/2016
  Penn State University
  Erie, PA
• 10/2017 → 08/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  White Plains, NY
• 03/2018 → 08/2019
  Bank Of America, N.A.
  White Plains, NY
• 09/2019 → 12/2019
  E*Trade Securities Llc
  Scarsdale, NY
• 09/2019 → 12/2019
  E*Trade Capital Management, Llc
  Scarsdale, NY
• 11/2021 → 03/2022
  Citi
  Stamford, CT
• 01/2020 → 11/2021
  Priority Payment Systems
  Katonah, NY
• 04/2022 → 02/2026
  Unemployed
  Hilton Head Island, SC
• 02/2026 → Present
  Sykon Capital Llc
  Harrison, NY

Previous Registrations

• 2021-11-19 → 2022-05-03
  Citigroup Global Markets Inc.
  Stamford, CT
  Boca Raton, FL
  Westport, CT
  Norwalk, CT
  New Canaan, CT
  Stamford, CT
  Fairfield, CT
  New York, NY
  Darien, CT
  Cos Cob, CT
  Fort Mill, SC
• 2019-09-26 → 2019-12-20
  Harrisdirect Llc
  Scarsdale, NY
  Arlington, VA
• 2018-02-28 → 2019-08-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  White Plains, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-27
• S66 Uniform Combined State Law Examination
  2018-02-27

Other Names

• Matthew Hin Ho Chung
• Matthew Chung