Woongkee Min
Professional summary
Woongkee Min, who also goes by W. Caleb Min, is a registered financial advisor currently at STEWARDS ASSET MANAGEMENT located in Fort Lee, New Jersey.
Woongkee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Woongkee has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Woongkee Min's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 14, 2021 - Present
STEWARDS ASSET MANAGEMENT
Office #1: 400 Kelby St. #1802, Fort Lee, NJ 07024April 25, 2017 - September 1, 2020
MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/6/2022)
(7/14/2021)
Current Firm
STEWARDS ASSET MANAGEMENT
CRD#: 310524 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 1,040,000 |
Red Flags
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