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YP

Young S. Park

VICTRIX INVESTMENT ADVISORS
Bethesda, MD
Some features on this profile are disabled
CRD#: 5639897
YP

Professional summary

Young Soo Park, who also goes by Young Park, is a registered financial advisor currently at VICTRIX INVESTMENT ADVISORS located in Bethesda, Maryland.

Young is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Young has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Young Park

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 Soo Park'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

January 31, 2023 - Present

VICTRIX INVESTMENT ADVISORS

RIA
CRD#: 167517
Bethesda, MD
Past

May 24, 2022 - May 11, 2023

KING TIDE ADVISORS

RIA
CRD#: 318185
BETHESDA, MD
Past

November 16, 2016 - February 17, 2017

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
Hipkinsville, KY
Past

January 12, 2015 - February 17, 2017

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
Hipkinsville, KY
Past

April 16, 2014 - January 12, 2015

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN
Past

January 7, 2014 - March 27, 2014

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BRENTWOOD, TN
Past

March 2, 2009 - August 16, 2013

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
MILILANI, HI

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".
VI
VICTRIX INVESTMENT ADVISORS
CHAPMAN CAPITAL ADVISORS | VICTRIX INVESTMENT ADVISORS LLC | VICTRIX INVESTMENT ADVISORS | THOMPSON IV, WILLIAM DEAN | PARK CITY FINANCIAL PLANNING GROUP | KING TIDE ADVISORS | FORTROVE PARTNERS

CRD#: 167517 / SEC#: 801-121443

RIA
Registered Investment Advisory firm - (6/9/2021 Approved)
Colorado
Registered Investment Advisory firm - (7/19/2021 Terminated)
Florida
Registered Investment Advisory firm - (6/24/2021 Terminated)
Texas
Registered Investment Advisory firm - (6/24/2021 Terminated)
Utah
Registered Investment Advisory firm - (6/25/2021 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
Maryland
(1/31/2023)
IAR
Texas
(1/31/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/5/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/20/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/17/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 2/28/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

VI
VICTRIX INVESTMENT ADVISORS
CHAPMAN CAPITAL ADVISORS | VICTRIX INVESTMENT ADVISORS LLC | VICTRIX INVESTMENT ADVISORS | THOMPSON IV, WILLIAM DEAN | PARK CITY FINANCIAL PLANNING GROUP | KING TIDE ADVISORS | FORTROVE PARTNERS

CRD#: 167517 / SEC#: 801-121443

RIA
Registered Investment Advisory firm - (6/9/2021 Approved)
Colorado
Registered Investment Advisory firm - (7/19/2021 Terminated)
Florida
Registered Investment Advisory firm - (6/24/2021 Terminated)
Texas
Registered Investment Advisory firm - (6/24/2021 Terminated)
Utah
Registered Investment Advisory firm - (6/25/2021 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
823 Se Osceola St, Stuart, FL 34994
Mailing Address
Phone number
(772) 320-9658
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (14 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

VICTRIX 2A BROCHURE (3/9/2026)

Regulatory assets under management

Total Number of Accounts1,608
AUM (Assets Under Management)$ 343,341,162

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

VICTRIX INVESTMENT ADVISORS

CRD#: 167517Bethesda, MD

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