Unclaimed Profile

Nils Henrik Sundstedt

CROWN CAPITAL SECURITIES, L.P.·ORANGE, California

SIE, Series 7, Series 24, Series 63, Series 6519 years registeredCROWN CAPITAL SECURITIES, L.P.

725 TOWN & COUNTRY ROAD, ORANGE, CA 92868CRD# 2158642Firm CRD# 6312

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nils Henrik Sundstedt · ORANGE, CA

Registration

CRD #2158642 · CROWN CAPITAL SECURITIES, L.P. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CROWN CAPITAL SECURITIES, L.P.

CROWN CAPITAL SECURITIES, L.P.

Jul 2007 – Feb 2019

ORANGE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 18, 2007

Years registered · 19

Disclosure History

2003Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CROWN CAPITAL SECURITIES, L.P.

CRD 6312 · SEC 801-57663

AUM

$1.2B

Regulatory assets under management

Employees

164

5,654 client accounts

Services offered by CROWN CAPITAL SECURITIES, L.P.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CROWN CAPITAL SECURITIES, L.P. →

Introduction

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Frequently Asked Questions

What services does Nils Henrik Sundstedt offer?

Nils Henrik Sundstedt specializes in Financial Planning, Investment Management.

What are Nils Henrik Sundstedt's credentials?

Nils Henrik Sundstedt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nils Henrik Sundstedt located?

Nils Henrik Sundstedt is based in ORANGE, California, last registered with CROWN CAPITAL SECURITIES, L.P..

How does Nils Henrik Sundstedt charge for services?

Nils Henrik Sundstedt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CROWN CAPITAL SECURITIES, L.P.?

CROWN CAPITAL SECURITIES, L.P. has approximately 164 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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