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Seong ho Kim

Wealthspire Advisors

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About Seong ho Kim

Seong ho Kim is a financial advisor with Wealthspire Advisors. Seong ho Kim has been in the industry for 7 years. Seong ho Kim has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and WEALTHSPIRE CAPITAL, LLC before joining Wealthspire Advisors. Seong ho Kim holds a Series 66, Series 7 and SIE license and is registered in Maryland. Seong ho Kim has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Seong ho Kim has a wide range of experience and is able to provide a variety of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Seong ho Kim is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Seong ho Kim’s Registration & Firm History

MD

01/05/2021 - Present

Wealthspire Advisors (Potomac MD)

MD

03/10/2020 - 06/15/2020

WEALTHSPIRE CAPITAL, LLC (Potomac MD)

VA

02/14/2017 - 10/16/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAIRFAX VA)

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Licenses & Designations

BOTH

Issued 05/09/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Seong ho Kim.
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