IY
Ikro Yoon
CELENIAN CAPITAL
Miami, FL 33131
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CRD#: 4939255
IY
Professional summary
Ikro Yoon is a registered financial advisor currently at CELENIAN CAPITAL, LLC located in Miami, Florida.
Ikro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Ikro has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Ikro Yoon'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®
NoneExperience
Current
April 5, 2006 - Present
CELENIAN CAPITAL, LLC
Office #1: 333 Se 2nd Avenue Suite 2000, Miami, FL 33131RIA
CRD#: 139568
Miami, FL
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
Florida(1/10/2018)
Current Firm
CC
CELENIAN CAPITAL, LLC
CELENIAN CAPITAL, LLC
CRD#: 139568 / SEC#:
California
Registered Investment Advisory firm - (2/22/2018 Terminated)Florida
Registered Investment Advisory firm - (1/10/2018 Approved)Texas
Registered Investment Advisory firm - (4/18/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
333 Se 2nd Ave. Suite 2000, Miami, FL 33131
Mailing Address
Phone number
(786) 749-8667
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 4,647,955 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CELENIAN CAPITAL, LLC
CRD#: 139568Miami, FL 33131TRUST BUT VERIFY
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