Investment adviser representative · Csp Financial Group LLC
Henry T. Luong
CRD 4034039 · Oakland, CA
At a glance
Henry T. Luong is an investment adviser representative with Csp Financial Group LLC in Oakland, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Henry’s SEC record dates to 2013, about 13 years ago.
Current advisory firm
- Csp Financial Group LLCSince March 2026Oakland, CA · $151M in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Henry’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
- 1 firmLocked
- 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
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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.