DR
David Y. Rhee
RHEECO
Natick, MA 01760
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CRD#: 4729106
DR
Professional summary
David Yoon-hee Rhee, CFP® is a registered financial advisor currently at RHEECO, INC. located in Natick, Massachusetts.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. David has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
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.
1) DAVID Y RHEE & COMPANY; NOT INVESTMENT-RELATED: NATICK, MA 01760; BUSINESS: TAX PREPERATION; OWNER; START DATE: 01/01/2005; TAX PREPERATION AND PLANNING SERVICES; AMOUNT OF TIME DEVOTED DURING BUSINESS HOURS: 3-4 HRS DURING TAX SEASON (FEB. TO APR.); NON-BUSINESS HOURS DEVOTED TO ACTIVITY: 2-4 HOURS DURING TAX SEASON. 2)HOPE FOR CHILDREN OF HAITI - BOARD DIRECTOR, TREASURER - OPERATION OF ORPHANAGE IN PORT OF PRINCE, HAITI - STARTED 01/01/15 - 10 HRS PER MONTH DURING NON-BSNSS HRS - ZERO HRS DURING BSNSS HRS - NO CONFLICTS OF INTEREST 3)ROTARY CLUB OF NATICK - BOARD OF DIRECTOR, TREASURER - CHARITABLE ENTITY FOCUSING ON LOCAL COMMUNITY CHARITABLE ACTIVITIES. - STARTED JULY 2014 - 4 HRS PER MONTH DURING BSNSS HRS - 10 HRS PER MONTH DURING NON-BSNSS HRS - NO CONFLICTS OF INTEREST
CRS (Client Relationship Summary) - RIA
Click below to view David Yoon-hee Rhee'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®
Experience
Current
May 21, 2020 - Present
RHEECO, INC.
Office #1: 47 Eliot Street, Natick, MA 01760RIA
CRD#: 301106
Natick, MA
Past
March 6, 2007 - May 28, 2020
MOMENTUM INDEPENDENT NETWORK INC.
RIA
CRD#: 17587
Natick, MA
Past
March 6, 2007 - May 28, 2020
MOMENTUM INDEPENDENT NETWORK INC.
BD
CRD#: 17587
Natick, MA
Past
January 22, 2004 - March 13, 2007
WADDELL & REED
RIA
CRD#: 866
WOBURN, MA
Past
November 19, 2003 - March 13, 2007
WADDELL & REED
BD
CRD#: 866
WOBURN, MA
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".
RI
RHEECO, INC.
RHEE & COMPANY | RHEECO, INC.
CRD#: 301106 / SEC#: 801-132378
RIA
Registered Investment Advisory firm - (4/14/2025 Approved)Massachusetts
Registered Investment Advisory firm - (4/29/2025 Terminated)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
Massachusetts(5/21/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RI
RHEECO, INC.
RHEE & COMPANY | RHEECO, INC.
CRD#: 301106 / SEC#: 801-132378
RIA
Registered Investment Advisory firm - (4/14/2025 Approved)Massachusetts
Registered Investment Advisory firm - (4/29/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
47 Eliot Street, Natick, MA 01760
Mailing Address
Phone number
(508) 655-1185
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 468 |
| AUM (Assets Under Management) | $ 116,220,000 |
Red Flags
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Company Information
RHEECO, INC.
CRD#: 301106Natick, MA 01760TRUST BUT VERIFY
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