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DS

David H. Soohoo

ANGEL WEALTH ADVISORS
ASTORIA, NY
Some features on this profile are disabled
CRD#: 6273605
DS

Professional summary

David Hue-yun Soohoo, who also goes by David Soohoo, is a registered financial advisor currently at ANGEL WEALTH ADVISORS located in Astoria, New York.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. David has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David Soohoo

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 David Hue-yun Soohoo'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®
None

Experience

Current

October 17, 2025 - Present

ANGEL WEALTH ADVISORS

RIA
CRD#: 339005
ASTORIA, NY
Past

June 16, 2022 - October 13, 2025

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
New York, NY
Past

June 10, 2022 - October 13, 2025

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
New York, NY
Past

June 24, 2021 - June 13, 2022

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
New York, NY
Past

September 15, 2020 - June 13, 2022

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
New York, NY
Past

January 1, 2014 - June 5, 2014

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

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
(10/17/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/9/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/15/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/21/2020
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/27/2013
General Securities Representative Examination

Current Firm

AW
ANGEL WEALTH ADVISORS
ANGEL WEALTH ADVISORS | ANGEL WEALTH ADVISORS LLC

CRD#: 339005 / SEC#:

New York
Registered Investment Advisory firm - (10/17/2025 Approved)
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Contact information

Main Address
Astoria, NY
Mailing Address
Phone number
(917) 593-9498
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

ANGEL WEALTH ADVISORS

CRD#: 339005Astoria, NY

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