Suyoung Cha
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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ALIGN FINANCIAL SOLUTIONS
RAYMOND JAMES & ASSOCIATES, INC.
RAYMOND JAMES & ASSOCIATES, INC.
FALCON WEALTH PLANNING, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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ALIGN FINANCIAL SOLUTIONS
RAYMOND JAMES & ASSOCIATES, INC.
RAYMOND JAMES & ASSOCIATES, INC.
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Disclosures on record.
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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ALIGN FINANCIAL SOLUTIONS
RAYMOND JAMES & ASSOCIATES, INC.
RAYMOND JAMES & ASSOCIATES, INC.
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Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
Past
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RAYMOND JAMES & ASSOCIATES, INC.
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Current Firm
BSG ADVISERS | BUSINESS-OWNER STRATEGIES GROUP, LLC
Contact Information
Main Address
56 Hunter Street Suite 230, Apex, NC 27502Phone Number
(919) 267-4753# of Employees
9SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
676AUM (Assets Under Management)
$134,763,000Similar Advisors
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RAYMOND JAMES & ASSOCIATES, INC.
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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ALIGN FINANCIAL SOLUTIONS
RAYMOND JAMES & ASSOCIATES, INC.
RAYMOND JAMES & ASSOCIATES, INC.
FALCON WEALTH PLANNING, LLC
Primary Firm SEC Registration
BSG ADVISERS | BUSINESS-OWNER STRATEGIES GROUP, LLC
State Registrations and Notice Filings
(6/4/2025)
(4/18/2022)
(4/18/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2021About the Series 6TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Suyoung Cha's CRS (Customer Relationship Summary).
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