Sammy Sung, financial advisor Pleasant Hill CA

Sammy Sung

CRD Number: 2482869
Current Firm: Ale LLC

Sammy Sung (CRD# 2482869) is an Investment Advisor Representative working at Ale LLC in Pleasant Hill, CA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Ale LLC Foster City, CA Nov 2015 - Current 6
Chelsea Financial Services Staten Island, NY Oct 2015 - Current 6
Exit Realty Team Flushing, NY May 2015 - Current 7
Exit Excel Realty Millbrae, CA Feb 2014 - Current 8
Poplar Global Wealth Management LLC San Bruno, CA Oct 2012 - Nov 2015 3
Mutual Securities, Inc. Camarillo, CA Oct 2012 - Apr 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S66 NASAA Uniform Combined State Law Examination Dec 2003
Contact Info for Sammy K. Sung
Phone Number: (650) 315-8695
Firm Website: http://www.alellc.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $698,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA

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