Shawn Hsieh has been an investment adviser representative at Highline Wealth Partners since August 2018, and is not listed among the firm’s executive officers or direct owners. Shawn Hsieh holds a Master of Business Administration in Finance from UCLA Anderson School of Management and a Bachelor of Arts in Finance from California State University, Long Beach.
Highline Wealth Partners, LLC is a Sherman Oaks, CA firm with $868M under management, 360 clients and 15 advisers in one office, as of its June 2026 filing.
Shawn Hsieh is Principal of Highline Wealth Partners, based in Los Angeles. He leads the firm's advanced financial planning and family office team and is a voting member of the Investment Committee, where he participates in investment selection, research, and asset allocation decisions. Before joining Highline, he was part of City National Bank's Private Banking division, working with ultra-high-net-worth clients.
Shawn Hsieh’s longest registration is the current one, 8 years at Highline Wealth Partners since 2018. Before joining Highline Wealth Partners in 2018, Shawn Hsieh was registered through American Financial Network Advisory Services, LLC and City National Securities, Inc.
- Highline Wealth PartnersCurrent– present · 8 yearsSherman Oaks, CA · Adviser representative · Firm CRD 284712
- American Financial Network Advisory Services, LLC– · under a yearCalabasas, CA · Adviser representative · Firm CRD 160322
- City National Securities, Inc.– · 2 yearsLos Angeles, CA · Adviser representative · Firm CRD 103705
- Mullintbg Advisors– · 2 yearsEl Segundo, CA · Adviser representative · Firm CRD 141445
- Park Avenue Securities LLC– · 2 yearsDiamond Bar, CA · Adviser representative · Firm CRD 46173
- Edward Jones– · under a yearSt. Louis, MO · Adviser representative · Firm CRD 250
- Northwestern Mutual Investment Services,llc– · under a yearLos Angeles, CA · Adviser representative · Firm CRD 2881
- Ameriprise Financial Services, Inc.– · under a yearLong Beach, CA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Highline Wealth Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Shawn Hsieh is registered as an investment adviser representative in 2 states. The first approvals date from August 2018; the most recent is Texas, in October 2024.
- CaliforniaSince 8 August 2018
- TexasSince 22 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 July 2008 |
| Series 7 | General Securities Representative Examination | 25 June 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Shawn Jen Hsieh
- CRD
- 5521548
- Firm
- Highline Wealth Partners · CRD 284712
- Office
- 15260 VENTURA BLVD., SUITE 855, Sherman Oaks, CA 91403
- Registration
- Investment adviser registration
- In the industry since
- November 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- highlinewp.com
Where does Shawn Hsieh work?
Shawn Hsieh is an investment adviser representative registered through Highline Wealth Partners, LLC since August 2018, and is not listed among the firm’s executive officers or direct owners.
Is Shawn Hsieh a financial advisor?
Yes. Shawn Hsieh has a current investment-adviser registration in California and Texas, through Highline Wealth Partners since August 2018.
How many years of experience does Shawn Hsieh have?
Shawn Hsieh has 16 years in the financial industry, since November 2009, across 8 adviser firms.
What exams has Shawn Hsieh passed?
Shawn Hsieh has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2008. FINRA credited Shawn Hsieh with the SIE, which began in October 2018.
Where did Shawn Hsieh work before Highline Wealth Partners?
Before Highline Wealth Partners, Shawn Hsieh was registered through American Financial Network Advisory Services, LLC, February 2018 to May 2018; City National Securities, Inc., January 2016 to February 2018; Mullintbg Advisors, March 2013 to December 2015; Park Avenue Securities LLC, September 2010 to October 2012; Edward Jones, April 2010 to June 2010; Northwestern Mutual Investment Services,llc, May 2009 to March 2010; Ameriprise Financial Services, Inc., July 2008 to August 2008.
Where is Shawn Hsieh based?
Shawn Hsieh’s registered office is in Sherman Oaks, CA.
Is Shawn Hsieh registered with FINRA?
No. Shawn Hsieh has no current broker registration.
Is Shawn Hsieh a CFP?
Highline Wealth Partners lists Shawn Hsieh with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Shawn Hsieh 謝翔恩, MBA, CFA®, CFP®, EA biography, highlinewp.com
How can I verify Shawn Hsieh’s record?
Search CRD 5521548 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shawn Hsieh’s full registration record.
