Christopher H. Rhim

GREEN VIEW ADVISORS LLC

N Bethesda, MD

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CRD#: 2426798

Professional summary

Christopher H Rhim, CFP®, who also goes by Christopher Hac Rhim, is a registered financial advisor currently at GREEN VIEW ADVISORS LLC located in N Bethesda, Maryland.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Christopher has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Biography

We work closely with clients to help them achieve their financial goals.  We take a holistic approach in fully understanding our clients.  GVA has worked with corporate benefits, divorced individuals and people interested in common sense approaches to planning.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Investment Planning

Employee and Employer Plan Ben...

Divorce Planning

Tax Planning

Education Planning

Retirement Planning

Insurance Planning

Estate Planning

Do you have an area of expertise or specialization?

Divorce Planning

High Net Worth Client Needs

Hourly

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Christopher Hac Rhim

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher H Rhim's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

December 2, 2008 - Present

GREEN VIEW ADVISORS LLC

RIA

CRD#: 148082

N Bethesda, MD

Past

March 24, 2000 - August 29, 2008

BURT WEALTH ADVISORS

RIA

CRD#: 105211

ROCKVILLE, MD

Past

October 26, 1999 - March 22, 2000

MASON SECURITIES, INC.

CRD#: 12967

RESTON, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(6/7/2023)

IAR

New Hampshire
(4/21/2015)

IAR

Vermont
(12/2/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/12/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/25/1999

General Securities Representative Examination

Current Firm

GREEN VIEW ADVISORS LLC

CHRISTOPHER H. RHIM | GREEN VIEW ADVISORS LLC | GREEN VIEW ADVISORS

CRD#: 148082 / SEC#:

District of Columbia

Registered Investment Advisory firm - (11/11/2024 Terminated)

Maryland

Registered Investment Advisory firm - (6/7/2023 Approved)

New Hampshire

Registered Investment Advisory firm - (4/21/2015 Approved)

Vermont

Registered Investment Advisory firm - (11/21/2008 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Chevy Chase, MD

Mailing Address

Phone number

(301) 655-4970

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	47
AUM (Assets Under Management)	$ 21,574,250

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Christopher H. Rhim

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher H Rhim's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREEN VIEW ADVISORS LLC

BURT WEALTH ADVISORS

MASON SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/12/1999

Series 7

Date: 10/25/1999

Current Firm

GREEN VIEW ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREEN VIEW ADVISORS LLC

TRUST BUT VERIFY

Contact information

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