Steven Jeffrey Petersohn
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Steven Jeffrey Petersohn, a licensed Representative with CE reference ABF770. Currently licensed at 1 firm(s): Orchard Wealth Management Limited. Active regulated activities: Type 9 - Asset management. This person has 20.6 years of SFC licence history. Total licence records on file: 8.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Orchard Wealth Management Limited 傲卓財富管理有限公司 |
Rep | Type 9 - Asset management | 2017-06-07 | present |
| Beyond Hong Kong Limited | RO | Type 9 - Asset management | 2011-12-23 | 2016-12-08 |
| LIM Advisors Limited | RO | Type 9 - Asset management | 2007-10-16 | 2009-12-09 |
| LIM Advisors Limited | Rep | Type 9 - Asset management | 2007-06-14 | 2007-10-16 |
| Morgan Stanley Asia Limited 摩根士丹利亞洲有限公司 |
Rep | Type 1 - Dealing in securities | Pre-2003 | 2007-03-26 |
| Morgan Stanley Asia Limited 摩根士丹利亞洲有限公司 |
Rep | Type 4 - Advising on securities | Pre-2003 | 2004-02-11 |
| Morgan Stanley Asia Limited 摩根士丹利亞洲有限公司 |
Rep | Type 6 - Advising on corporate finance | Pre-2003 | 2004-02-11 |
| Morgan Stanley Asia Limited 摩根士丹利亞洲有限公司 |
Rep | Type 7 - Providing automated trading services | Pre-2003 | 2007-03-26 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Steven Jeffrey Petersohn 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.