Investment adviser representative · Candor Financial, LLC
Chao-Wen Huang
CRD 5362065 · Santa Clara, CA
At a glance
Chao-Wen Huang is an investment adviser representative with Candor Financial, LLC in Santa Clara, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Chao-Wen’s SEC record dates to 2014, about 12 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Candor Financial, LLCSince March 2014Santa Clara, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Chao-Wen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Candor Financial, LLC
Every advisor at Candor Financial, LLC →Financial advisors in Santa Clara, CA →Advisor Moves: who changed firms this week →