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Chingyee Ellen Kim

Robertson Stephens

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About Chingyee Ellen Kim

Chingyee Ellen Kim is a registered investment advisor representative with Robertson Stephens. Chingyee Ellen Kim has been working in the financial services industry since 2000. Chingyee Ellen Kim is licensed in Oregon and Texas. Chingyee Ellen Kim previously worked at MORGAN STANLEY DW INC. in Purchase, New York. Chingyee Ellen Kim's current registrations are with Robertson Stephens in Beaverton, Oregon and San Francisco, California. Chingyee Ellen Kim specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.

Firm Information

Chingyee Kim is currently registered with Robertson Stephens. Robertson Stephens is a wealth management firm located in San Francisco, California. Founded in 2005, the firm manages over $4.9 billion in assets and provides a variety of services, including financial planning, portfolio management, and pension consulting. They serve high-net-worth individuals, corporations, and other entities, including charitable organizations and pension plans.
Robertson Stephens

455 MARKET STREET

SAN FRANCISCO, CA 94105-2442

$4.93B

Assets Under Management

19

Total Clients

52

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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Chingyee Kim’s Registration & Firm History

OR

07/02/2024 - Present

Robertson Stephens (Beaverton OR)

NY

09/13/2000 - 04/18/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 09/26/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/03/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 09/12/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chingyee Ellen Kim.
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