Tae W. Chung

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CRD#: 4689777

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Tae Won Chung was a registered financial professional .

Tae is a previously registered financial professional and started their career in finance in 2003. Tae had worked at 4 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 9, 2009 - September 13, 2013

BIRCH HILL INVESTMENT ADVISORS LLC

RIA

CRD#: 143750

BOSTON, MA

Past

July 27, 2007 - February 12, 2008

DETWILER FENTON & CO.

RIA

CRD#: 1794

BOSTON, MA

Past

April 3, 2007 - February 12, 2008

DETWILER FENTON & CO.

CRD#: 1794

BOSTON, MA

Past

August 11, 2005 - January 4, 2007

GELBER SECURITIES, LLC

CRD#: 18367

CHICAGO, IL

Past

August 29, 2003 - March 18, 2005

MEANS WEALTH MANAGEMENT

CRD#: 2748

BANGOR, ME

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".

BIRCH HILL INVESTMENT ADVISORS LLC

CRD#: 143750 / SEC#: 801-67818

RIA

Registered Investment Advisory firm - (4/23/2007 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

IAR

Series 66

Date: 7/20/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/31/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/20/2003

General Securities Representative Examination

Current Firm

BIRCH HILL INVESTMENT ADVISORS LLC

CRD#: 143750 / SEC#: 801-67818

RIA

Registered Investment Advisory firm - (4/23/2007 Approved)

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Contact information

Main Address

One International Place Suite 770, Boston, MA 02110

Mailing Address

Phone number

(617) 502-8300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BIRCH HILL ADV PART 2 (2/28/2025)

Regulatory assets under management

Total Number of Accounts	1,346
AUM (Assets Under Management)	$ 2,654,299,125

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/22/2025	Cover Page	Report
07/01/2024	Cover Page	Report
11/09/2023	Cover Page	Report
11/28/2022	Cover Page	Report

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.

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Firm Stability Insights

Tae W. Chung

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

DETWILER FENTON & CO.

DETWILER FENTON & CO.

GELBER SECURITIES, LLC

MEANS WEALTH MANAGEMENT

Primary Firm SEC Registration

BIRCH HILL INVESTMENT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/20/2007

Series 63

Date: 12/31/2004

Series 7

Date: 8/20/2003

Current Firm

BIRCH HILL INVESTMENT ADVISORS LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BIRCH HILL INVESTMENT ADVISORS LLC

TRUST BUT VERIFY

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