Minho Cho

MIO PARTNERS

Atlanta, GA 30308

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CRD#: 7183587

Professional summary

Minho Cho is a registered financial advisor currently at MIO PARTNERS, INC. located in Atlanta, Georgia.

Minho is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Minho has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Minho 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

August 1, 2023 - Present

MIO PARTNERS, INC.

Office #1: 675 Ponce De Leon Avenue, Atlanta, GA 30308

RIA

CRD#: 108637

Atlanta, GA

Past

January 4, 2021 - November 11, 2021

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

January 15, 2020 - November 11, 2021

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

ATLANTA, GA

Past

November 22, 2019 - January 4, 2021

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

ATLANTA, GA

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".

MIO PARTNERS, INC.

MIO PARTNERS, INC. | PAUL HARRIS MANAGEMENT INC.

CRD#: 108637 / SEC#: 801-41495

RIA

Registered Investment Advisory firm - (6/10/1992 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

Georgia
(8/1/2023)

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 66

Date: 1/10/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/22/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/25/2019

Securities Industry Essentials Examination

Current Firm

MIO PARTNERS, INC.

MIO PARTNERS, INC. | PAUL HARRIS MANAGEMENT INC.

CRD#: 108637 / SEC#: 801-41495

RIA

Registered Investment Advisory firm - (6/10/1992 Approved)

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Contact information

Main Address

630 Fifth Avenue 37th Floor, New York, NY, 10111

Mailing Address

Phone number

(212) 203-4000

Established

Firm type

Fiscal year end

# of Employees

260

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	71
AUM (Assets Under Management)	$ 44,925,740,346

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/26/2023	Cover Page	Report
04/27/2022	Cover Page	Report

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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Minho Cho

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GOLDMAN SACHS & CO. LLC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

Primary Firm SEC Registration

MIO PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/10/2020

Series 7TO

Date: 11/22/2019

SIE

Date: 10/25/2019

Current Firm

MIO PARTNERS, INC.

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MIO PARTNERS, INC.

TRUST BUT VERIFY

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