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Tae-Gene Kim Cho

Grandfield & Dodd, LLC

New York, NY

CRD 2684762

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Employer firm

Grandfield & Dodd, LLC CRD 110971

$2.21B regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Grandfield & Dodd, Llc

28 Liberty Street Suite 5901, New York, NY 10005 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-04
  • NY RA
    APPROVED
    Since 2021-09-04

Branch Locations

40 Wall Street Suite 4700, New York, NY 10005 • 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
Grandfield & Dodd Llc New York NY 02/2002 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-03-30
  • S63 Uniform Securities Agent State Law Examination
    1998-03-30
Designations
  • Chartered Financial Analyst
Other Names
  • Taegene Kim Cho
  • Ted K Cho

View on SEC IAPD

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