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Luis Miguel antonio tan Sy

Payden & Rygel

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About Luis Miguel antonio tan Sy

Luis Miguel Antonio Tan Sy is an investment advisor representative registered with Payden & Rygel, a firm specializing in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Luis Sy holds both the Series 63 and Series 65 licenses. He has been in the securities industry since 2021. His previous work experience includes Morgan Stanley and CBRE Inc.

Firm Information

Luis Sy is currently registered with Payden & Rygel. Payden & Rygel is a Los Angeles, California based firm specializing in portfolio management for individuals, businesses, and pooled investment vehicles, including pension and profit sharing plans, insurance companies, and investment companies. They manage over $142 billion in assets and have served a diverse client base, including high net worth individuals, charitable organizations, state and municipal government entities, and corporations.
Payden & Rygel

333 S. GRAND AVENUE

LOS ANGELES, CA 90071

$142.28B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio management for pension and profit sharing plans

Portfolio management for pension and profit sharing plans

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Luis Sy’s Registration & Firm History

CA

09/27/2022 - Present

Payden & Rygel (LOS ANGELES CA)

CA

04/20/2021 - 08/16/2022

MORGAN STANLEY (Los Angeles CA)

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Licenses & Designations

IA

Issued 12/12/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/14/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/20/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/10/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luis Miguel antonio tan Sy.
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