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Seong Ho Kim

Wealthspire Advisors

Potomac, MD

CRD 6674403

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Employer firm

Wealthspire Advisors CRD 106181

$34.3B regulatory AUM 400 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-01-05
  • MD RA
    APPROVED
    Since 2021-01-05

Branch Locations

12435 Park Potomac Avenue Suite 500, Potomac, MD 20854 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfax VA 06/2016 10/2019
Bank Of America, N.A. Fairfax VA 12/2018 10/2019
Wealthspire Advisors Potomac MD 10/2019 Present
Wealthspire Capital, Llc Potomac MD 10/2019 06/2020
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-09
  • S66 Uniform Combined State Law Examination
    2017-05-09
Other Names
  • Paul Kim

View on SEC IAPD

Nearby Firms

MERITIS WEALTH MANAGEMENT, INC.
CHARLES SCHWAB & CO., INC.
EDWARD JONES

Nearby Investors

LAURA DEAN PERKINS MARKOFF
JAMES CHRISTOPHER BROWN
HEATHER MCGOLERICK

Nearby Offices

MERITIS WEALTH MANAGEMENT, INC. · POTOMAC, MD
CHARLES SCHWAB & CO., INC. · Potomac, MD
WEALTHSPIRE ADVISORS · Potomac, MD

More in Potomac, MD

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