Sean Yuxiang Sun

Employer firm

Maridea Wealth Management CRD 325523

$959M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2017 → Present
  Huckleberry Capital Management, Llc
  Cupertino, CA
• 04/2015 → 01/2017
  Self-Employed
  Cupertino, CA
• 02/2024 → Present
  Maridea Wealth Management Llc
  Glen Rock, NJ

Previous Registrations

• 2017-03-16 → 2024-11-08
  Huckleberry Capital Management, Llc
  Sunnyvale, CA
  Paramus, NJ

Other Businesses

Mr. Sun serves as an Investment Adviser Representative for Huckleberry Capital Management, LLC since 01/2017 and with Maridea Wealth Management LLC since 02/2024. This dual registration is strictly for transitional purposes only. Name of business; AnyGo Biosciences LLC, Investment Related; No, Address; 940 Marion Way, Sunnyvale, CA 94087, Nature of business; Provider of biopharmaceutical reagents and test kits, Position; Consultant, Start date; 04/2020, Hours/month; 10, Securities trading hours/month; 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-16