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Sammy Kuo Chiang Sung

POPLAR GLOBAL WEALTH MANAGEMENT LLC·SAN BRUNO, California
SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 66Clean record22 years registeredPOPLAR GLOBAL WEALTH MANAGEMENT LLC
1001 BAYHILL DR., SAN BRUNO, CA 94066CRD# 2482869Firm CRD# 165532

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sammy Kuo Chiang Sung · SAN BRUNO, CA
Registration
CRD #2482869 · POPLAR GLOBAL WEALTH MANAGEMENT LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

ALE LLC
Oct 2015 – present
MUTUAL ADVISORS, LLC
Jul 2013 – Jul 2013
CASPER, WY
MUTUAL SECURITIES, INC.
Jan 2013 – Jul 2013
SAN BRUNO, CA
POPLAR GLOBAL WEALTH MANAGEMENT LLC
Oct 2012 – Nov 2015
DALY CITY, CA
WELLS FARGO ADVISORS, LLC
Jun 2008 – Sep 2012
SAN FRANCISCO, CA
UBS FINANCIAL SERVICES INC.
Dec 2003 – Jun 2008
SAN FRANCISCO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 24
Series 63
Series 66
Registration record
First registered · December 19, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
POPLAR GLOBAL WEALTH MANAGEMENT LLC
CRD 165532 · SEC 801-77254
AUM
$27M
Regulatory assets under management
Employees
2
95 client accounts
Services offered by POPLAR GLOBAL WEALTH MANAGEMENT LLC
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 POPLAR GLOBAL WEALTH MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Sammy Kuo Chiang Sung offer?
Sammy Kuo Chiang Sung specializes in Financial Planning, Investment Management. Contact their office in SAN BRUNO, California for a consultation.
What are Sammy Kuo Chiang Sung's credentials?
Sammy Kuo Chiang Sung is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sammy Kuo Chiang Sung located?
Sammy Kuo Chiang Sung is based in SAN BRUNO, California, working with POPLAR GLOBAL WEALTH MANAGEMENT LLC. Their office serves clients in the SAN BRUNO metropolitan area and surrounding communities.
How does Sammy Kuo Chiang Sung charge for services?
Sammy Kuo Chiang Sung'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 POPLAR GLOBAL WEALTH MANAGEMENT LLC?
POPLAR GLOBAL WEALTH MANAGEMENT LLC has approximately 2 employees and manages $27M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at POPLAR GLOBAL WEALTH MANAGEMENT LLC

Darrell Mingkong Young
SAN BRUNO, CA
CFP

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