Thomas Yunsang Cho

Employer firm

Davenport & Company LLC CRD 1588

$24.7B regulatory AUM 84 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2003 → Present
  Davenport & Company Llc
  Williamsburg, VA

Previous Registrations

• 1997-05-01 → 2003-11-14
  Legg Mason Wood Walker, Incorporated
  Newport News, VA

Other Businesses

1. Queens Lake Community; non-investment related - 234 East Queens Drive, Williamsburg, VA; position: Finance Committee Director Treasurer of QLCA, ; 1-18-2019; neighborhood association; duties: advise committee chair and board on financial matters; 1-5 hrs per month during non-business hours. 2. Luke Messick Futbol Charities, Inc. non-investment related - position: Treasurer; Help manage the charity, assist in financial aspects of the charity; 1-5 hrs per month during non-business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-14
• S63 Uniform Securities Agent State Law Examination
  1989-05-24

Other Names

• Thomas Yunsang Cho