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YI

Young B. Im

BURLING WEALTH PARTNERS
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 4685419
YI

Professional summary

Young Bin Im is a registered financial advisor currently at BURLING WEALTH PARTNERS located in Chicago, Illinois.

Young is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Young has worked at 2 firms and has passed the Series 63, Series 87 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Young Bin Im's CRS (Customer Relationship Summary).
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®
None

Experience

Current

December 18, 2024 - Present

BURLING WEALTH PARTNERS

Office #1: One South Wacker Drive Suite 3900, Chicago, IL 60606
RIA
CRD#: 332198
Chicago, IL
Past

February 20, 2004 - July 21, 2006

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BURLING WEALTH PARTNERS
BURLING WEALTH PARTNERS | BURLING WEALTH PARTNERS, LLC

CRD#: 332198 / SEC#: 801-130889

RIA
Registered Investment Advisory firm - (8/8/2024 Approved)

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
Illinois
(12/18/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 9/23/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 87
Date: 10/8/2004
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 2/19/2004
General Securities Representative Examination

Current Firm

BW
BURLING WEALTH PARTNERS
BURLING WEALTH PARTNERS | BURLING WEALTH PARTNERS, LLC

CRD#: 332198 / SEC#: 801-130889

RIA
Registered Investment Advisory firm - (8/8/2024 Approved)
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Contact information

Main Address
One South Wacker Drive Suite 2150, Chicago, IL 60606
Mailing Address
Phone number
+1 (312) 825-0262
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BURLING WEALTH PARTNERS FORM ADV PART 2A 12-06-2024 (3/28/2025)

Regulatory assets under management

Total Number of Accounts642
AUM (Assets Under Management)$ 767,956,805

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.

Company Information

BURLING WEALTH PARTNERS

CRD#: 332198Chicago, IL 60606

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