Young S. Park

VICTRIX INVESTMENT ADVISORS

Bethesda, MD

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CRD#: 5639897

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.

name; Assistant Treasurer - Military Order of the World Wars General George G. Meade Chapter investment-related; No address; 435 North Lee Street Alexandria VA 22314 position; Assistant Treasurer start date; 2025-10-07 hours/month devoted to business; 2 hours devoted to business during securities trading hours; 2

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.

CRD#: 42132

Hipkinsville, KY

Past

April 16, 2014 - January 12, 2015

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

FRANKLIN, TN

Past

January 7, 2014 - March 27, 2014

MML INVESTORS SERVICES, LLC

CRD#: 10409

BRENTWOOD, TN

Past

March 2, 2009 - August 16, 2013

STATE FARM VP MANAGEMENT CORP.

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".

VICTRIX INVESTMENT ADVISORS

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

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 65

Date: 3/5/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/20/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/17/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/28/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VICTRIX INVESTMENT ADVISORS

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)

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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

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VICTRIX 2A BROCHURE (9/5/2025)

Regulatory assets under management

Total Number of Accounts	1,523
AUM (Assets Under Management)	$ 312,347,184

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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Advisor Monitoring

Firm Stability Insights

Young S. Park

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Young Soo Park's CRS (Customer Relationship Summary).

Certified licenses

Experience

KING TIDE ADVISORS

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

MML INVESTORS SERVICES, LLC

STATE FARM VP MANAGEMENT CORP.

Primary Firm SEC Registration

VICTRIX INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/5/2022

Series 63

Date: 3/20/2009

SIE

Date: 2/17/2017

Series 6

Date: 2/28/2009

Current Firm

VICTRIX INVESTMENT ADVISORS

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VICTRIX INVESTMENT ADVISORS

TRUST BUT VERIFY

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