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James Pei-Yuen Huang

STANCORP INVESTMENT ADVISERS, INC.·PORTLAND, Oregon
Series 7, Series 24, Series 66Clean record6 years registeredSTANCORP INVESTMENT ADVISERS, INC.
1100 SW SIXTH AVENUE, PORTLAND, OR 97204CRD# 4020305Firm CRD# 110228

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Pei-Yuen Huang · PORTLAND, OR
Registration
CRD #4020305 · STANCORP INVESTMENT ADVISERS, INC. · 6 years registered
Brand Profile
Not yet started
01

Career History

STANCORP EQUITIES, INC.
Mar 2020present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 66
Registration record
First registered · March 27, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STANCORP INVESTMENT ADVISERS, INC.
CRD 110228 · SEC 801-57811
AUM
$34.4B
Regulatory assets under management
Employees
112
126,310 client accounts
Services offered by STANCORP INVESTMENT ADVISERS, INC.
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Introduction

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05

Frequently Asked Questions

What services does James Pei-Yuen Huang offer?
James Pei-Yuen Huang specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are James Pei-Yuen Huang's credentials?
James Pei-Yuen Huang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Pei-Yuen Huang located?
James Pei-Yuen Huang is based in PORTLAND, Oregon, working with STANCORP INVESTMENT ADVISERS, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does James Pei-Yuen Huang charge for services?
James Pei-Yuen Huang's firm is compensated through percentage of aum, subscription fees, other: as noted in schedule d misc,affiliate by intercompany agreement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STANCORP INVESTMENT ADVISERS, INC.?
STANCORP INVESTMENT ADVISERS, INC. has approximately 112 employees and manages $34.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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