Seong Y. Cho

ALLMERITS ASSET

Buena Park, CA 90621

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CRD#: 7026655

Professional summary

Seong Youn Cho, CFP® is a registered financial advisor currently at ALLMERITS ASSET, LLC located in Buena Park, California.

Seong is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Seong has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

SHERWOOD HALL FINANCIAL PLANNING; INVESTMENT RELATED; OWNER/INSURANCE AGENT; START DATE: 07/2018; SPENDS APPROXIMATELY 80 HOURS PER MONTH; PROVIDES FINANCIAL SERVICES AND PLANS FOR CLIENTS' OBJECTIVES. ALLMERITS ASSET MANAGEMENT, LLC; INVESTMENT RELATED; SAME OFFICE ADDRESS; INVESTMENT ADVISER REP; START DATE: 09/2020 TO PRESENT; DEVOTES NO TIME TO THIS ACTIVITY. CFP INSTRUCTOR; NON-INVESTMENT REALTED; INSTRUCTOR; START DATE: 01/2024 TO PRESENT; SPENDS 12 HRS PER QUARTER DURING TRADING; INSTRUCTOR FOR A CFP COURSE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Seong Youn Cho'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

November 4, 2020 - Present

ALLMERITS ASSET, LLC

Office #1: 6281 Beach Blvd Suite 116, Buena Park, CA 90621

RIA

CRD#: 309523

Buena Park, CA

Past

October 12, 2018 - December 31, 2022

ALLMERITS ASSET MANAGMENT, LLC

RIA

CRD#: 294140

LOS ANGELES, CA

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

California
(11/4/2020)

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

Current Firm

ALLMERITS ASSET, LLC

CRD#: 309523 / SEC#:

California

Registered Investment Advisory firm - (8/31/2020 Approved)

Nevada

Registered Investment Advisory firm - (1/4/2024 Approved)

New Jersey

Registered Investment Advisory firm - (7/27/2023 Approved)

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Contact information

Main Address

6281 Beach Blvd Suite 116, Buena Park, CA 90621

Mailing Address

Phone number

(714) 266-0000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	121
AUM (Assets Under Management)	$ 11,162,973

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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Seong Y. Cho

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Seong Youn Cho's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLMERITS ASSET, LLC

ALLMERITS ASSET MANAGMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

ALLMERITS ASSET, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALLMERITS ASSET, LLC

TRUST BUT VERIFY

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