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Chloe Huang Sandler

Certuity, LLC

North Palm Beach, FL

CRD 7548893

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Employer firm

Certuity, LLC CRD 129505

$3.30B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Certuity, Llc

1295 Us Highway One Third Floor, North Palm Beach, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-06-01
  • FL RA
    APPROVED
    Since 2022-06-01

Branch Locations

1295 Us Highway One Third Floor, North Palm Beach, FL 33408 • 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
J.P. Morgan Asset Management Taipei 04/2014 02/2017
Camden Capital El Segundo CA 11/2017 04/2023
Unemployed Palm Beach Gardens FL 03/2017 10/2017
Certuity, Llc North Palm Beach FL 04/2023 Present
  • 04/2014 → 02/2017
    J.P. Morgan Asset Management
    Taipei
  • 11/2017 → 04/2023
    Camden Capital
    El Segundo, CA
  • 03/2017 → 10/2017
    Unemployed
    Palm Beach Gardens, FL
  • 04/2023 → Present
    Certuity, Llc
    North Palm Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-30
  • S65 Uniform Investment Adviser Law Examination
    2022-03-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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