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KC

Keith N. Cho

GRAMERCY STRATEGIC CAPITAL LLC
NEW YORK, NY 10010
Some features on this profile are disabled
CRD#: 5919369
KC

Professional summary

Keith Nmn Cho, who also goes by Keith Cho, is a registered financial advisor currently at GRAMERCY STRATEGIC CAPITAL LLC located in New York, New York.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Keith has worked at 4 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Keith Cho

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 Keith Nmn Cho'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

September 7, 2021 - Present

GRAMERCY STRATEGIC CAPITAL LLC

Office #1: 340 East 23rd 6 E, New York, NY 10010
RIA
CRD#: 315875
NEW YORK, NY
Past

June 6, 2019 - September 8, 2021

MANCHESTER CAPITAL MANAGEMENT LLC

RIA
CRD#: 110003
New York, NY
Past

March 6, 2019 - April 22, 2019

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
New York, NY
Past

September 2, 2011 - December 31, 2017

GFO ADVISORY SERVICES, LLC

RIA
CRD#: 109278
NEW YORK, NY

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".
GS
GRAMERCY STRATEGIC CAPITAL LLC
GRAMERCY STRATEGIC CAPITAL LLC

CRD#: 315875 / SEC#: 801-122058

RIA
Registered Investment Advisory firm - (8/12/2021 Approved)

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
New York
(9/7/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/1/2011
Uniform Investment Adviser Law Examination

Current Firm

GS
GRAMERCY STRATEGIC CAPITAL LLC
GRAMERCY STRATEGIC CAPITAL LLC

CRD#: 315875 / SEC#: 801-122058

RIA
Registered Investment Advisory firm - (8/12/2021 Approved)
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Contact information

Main Address
New York, NY
Mailing Address
Phone number
(917) 272-7036
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 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

ADV PART 2A- GRAMERCY STRATEGIC CAPITAL LLC (3/25/2025)

Regulatory assets under management

Total Number of Accounts75
AUM (Assets Under Management)$ 197,290,231

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

GRAMERCY STRATEGIC CAPITAL LLC

CRD#: 315875New York, NY 10010

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