Grace S. Kim
Professional summary
Grace Sue Yeon Kim, who also goes by Grace S Kim, is a registered financial advisor currently at MOTLEY FOOL WEALTH MANAGEMENT, LLC located in San Diego, California.
Grace is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Grace has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Grace Sue Yeon Kim's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 4, 2022 - Present
MOTLEY FOOL WEALTH MANAGEMENT, LLC
January 22, 2024 - July 22, 2024
TMF INVESTMENTS
June 14, 2021 - February 25, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 4, 2020 - February 25, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
MOTLEY FOOL WEALTH MANAGEMENT, LLC
CRD#: 165689 / SEC#: 801-77616
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/4/2022)
(4/4/2022)
(4/4/2022)
Exams
Series 7TO
Date: 12/4/2020
General Securities Representative ExaminationCurrent Firm
MOTLEY FOOL WEALTH MANAGEMENT, LLC
CRD#: 165689 / SEC#: 801-77616
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,406 |
| AUM (Assets Under Management) | $ 2,179,069,480 |
Red Flags
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