Charles H. Kim
Professional summary
Charles H Kim, CFA, who also goes by Charles Ho Kim, Charles Kim, is a registered financial professional currently at 3WIRE ADVISORY LLC located in Washington, District Of Columbia.
Charles is registered as a RR (Registered Representative) and started their career in finance in 2010. Charles has worked at 5 firms and has passed the Series 63, SIE and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Charles H Kim's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 13, 2025 - Present
3WIRE ADVISORY LLC
Office #1: 1717 Pennsylvania Avenue Nw Suite 300, Washington, DC 20006June 22, 2022 - April 4, 2025
HOULIHAN LOKEY CAPITAL, INC.
July 26, 2021 - July 5, 2022
MORGAN STANLEY & CO. LLC
March 27, 2020 - July 7, 2021
HOULIHAN LOKEY CAPITAL, INC.
December 22, 2018 - October 4, 2019
LAZARD FRERES & CO. LLC
August 23, 2010 - October 25, 2013
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/13/2025)
Exams
FINRA
Current Firm
3WIRE ADVISORY LLC
CRD#: 325241 / SEC#: , 8-71082
Contact information
FINRA licenses (2 States and Territories)
Documents
Red Flags
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