Yang Sun
孫洋
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Yang Sun (孫洋), a licensed Representative with CE reference BAL785. Currently licensed at 1 firm(s): Pleiad Investment Advisors Limited. Active regulated activities: Type 9 - Asset management. This person has 12.3 years of SFC licence history. Total licence records on file: 4.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Pleiad Investment Advisors Limited 磊亞投資顧問有限公司 |
Rep | Type 9 - Asset management | 2021-04-21 | present |
| Inventio Capital Management (HK) Limited 思博資產管理(香港)有限公司 |
Rep | Type 9 - Asset management | 2018-01-17 | 2021-02-16 |
| Credit Suisse (Hong Kong) Limited 瑞士信貸(香港)有限公司 |
Rep | Type 4 - Advising on securities | 2015-01-12 | 2017-01-14 |
| CITIC Securities Brokerage (HK) Limited 中信証券經紀(香港)有限公司 |
Rep | Type 4 - Advising on securities | 2012-11-12 | 2014-11-15 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Yang Sun during overlapping periods. Ranked by how long they overlapped and how similar their regulated activities were, with shared time at a smaller firm weighted more than at a large one. See the detailed formula.