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Sunny Cheung

Capstone Partners

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About Sunny Cheung

Sunny Cheung is a financial advisor with Capstone Partners, a firm based in Irvine, California. Sunny has been in the financial services industry since 2006, and holds a Series 7, Series 24, Series 63 and Series 79TO licenses. Sunny has experience with firms such as Piper Sandler & Co., Sandler, O'Neill & Partners, L.P., Gleacher & Company Securities, Inc., and Imperial Capital, LLC.

Firm Information

Sunny Cheung is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

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.

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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Sunny Cheung’s Registration & Firm History

CA

06/07/2024 - Present

Capstone Partners (Irvine CA)

CA

04/27/2020 - 07/10/2024

IMPERIAL CAPITAL, LLC (LOS ANGELES CA)

NY

01/03/2020 - 04/27/2020

PIPER SANDLER & CO. (NEW YORK NY)

NY

02/15/2012 - 01/03/2020

SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)

NY

02/07/2008 - 02/21/2012

GLEACHER & COMPANY SECURITIES, INC. (NEW YORK NY)

NY

06/30/2006 - 02/27/2008

IMPERIAL CAPITAL, LLC (NEW YORK NY)

NY

03/21/2006 - 06/27/2006

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

02/14/2006 - 03/30/2006

PRICEWATERHOUSECOOPERS CORPORATE ADVISORY AND RESTRUCTURING LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/09/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/18/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sunny Cheung.
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