SC
Suyoung Cha
BSG ADVISERS
OVERLAND PARK, KS 66212
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CRD#: 7421595
SC
Professional summary
Suyoung Cha is a registered financial advisor currently at BSG ADVISERS located in Overland Park, Kansas.
Suyoung is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Suyoung has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO 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.
(1) NAME: n/a; INV REL: Yes; ADDRESS: 6840 W 105th Street Suite B, Overland Park, KS 66212; NATURE: Sale of life, disability, long-term care, and related insurance products; POSITION: Sole Prop; START DATE: 04/2022; HR/MO DURING TRADING: 10; HR/MO OUTSIDE OF TRADING: 5; DUTIES: Sales
CRS (Client Relationship Summary) - RIA
Click below to view Suyoung Cha'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®
NoneExperience
Current
April 18, 2022 - Present
BSG ADVISERS
Office #1: 6840 W 105th Street, Overland Park, KS 66212RIA
CRD#: 297243
OVERLAND PARK, KS
Past
October 12, 2021 - March 31, 2022
NYLIFE SECURITIES LLC
BD
CRD#: 5167
RIDGELAND, MS
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
Kansas(6/4/2025)
IAR
Mississippi(4/18/2022)
IAR
North Carolina(4/18/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 10/12/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
BA
BSG ADVISERS
BSG ADVISERS | BUSINESS-OWNER STRATEGIES GROUP, LLC
CRD#: 297243 / SEC#: 801-134480
Alabama
Registered Investment Advisory firm - (11/2/2018 Approved)California
Registered Investment Advisory firm - (4/12/2022 Approved)Florida
Registered Investment Advisory firm - (9/19/2024 Approved)Kansas
Registered Investment Advisory firm - (6/4/2025 Approved)Maryland
Registered Investment Advisory firm - (7/23/2024 Approved)Mississippi
Registered Investment Advisory firm - (11/14/2018 Approved)New York
Registered Investment Advisory firm - (6/11/2025 Approved)North Carolina
Registered Investment Advisory firm - (9/26/2018 Approved)Texas
Registered Investment Advisory firm - (4/10/2022 Approved)Virginia
Registered Investment Advisory firm - (6/15/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
56 Hunter Street Suite 230, Apex, NC 27502
Mailing Address
Phone number
(919) 267-4753
Established
Firm type
Fiscal year end
# of Employees
10
Documents
Regulatory assets under management
| Total Number of Accounts | 682 |
| AUM (Assets Under Management) | $ 114,989,000 |
Red Flags
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Company Information
BSG ADVISERS
CRD#: 297243Overland Park, KS 66212TRUST BUT VERIFY
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