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Hong-Sheng Hsu

Sunstone Advisors, LLC

Irvine, CA

CRD 7828382

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Employer firm

Sunstone Advisors, LLC CRD 324002

$123M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Sunstone Advisors, Llc

18881 Von Karman Avenue Suite 500, Irvine, CA 92612 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

18881 Von Karman Avenue Suite 500, Irvine, CA 92612 • 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
Sunstone Advisors, Llc Irvine CA 07/2023 Present
Cargomatic Long Beach CA 06/2022 01/2023
Taiwan Coast Guard Taipei 10/2016 06/2021
University Of Southern California Los Angeles CA 08/2021 05/2023
Unemployed Taipei 05/2016 10/2016
  • 07/2023 → Present
    Sunstone Advisors, Llc
    Irvine, CA
  • 06/2022 → 01/2023
    Cargomatic
    Long Beach, CA
  • 10/2016 → 06/2021
    Taiwan Coast Guard
    Taipei
  • 08/2021 → 05/2023
    University Of Southern California
    Los Angeles, CA
  • 05/2016 → 10/2016
    Unemployed
    Taipei
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-18
  • S65 Uniform Investment Adviser Law Examination
    2023-10-18
Other Names
  • Clark Hsu

View on SEC IAPD

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