EK
Eric Kho
RO2 WEALTH
berkeley, CA 94702
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CRD#: 8006799
EK
Professional summary
Eric Kho is a registered financial advisor currently at RO2 WEALTH located in Berkeley, California.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Eric has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Kho'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 10, 2025 - Present
RO2 WEALTH
Office #1: 2991 Sacramento St, Unit #177, Berkeley, CA 94702RIA
CRD#: 335232
berkeley, 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(4/10/2025)
Current Firm
RW
RO2 WEALTH
RO2 WEALTH | RO2 WEALTH LLC
CRD#: 335232 / SEC#:
California
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Contact information
Main Address
2991 Sacramento St Unit # 177, Berkeley, CA 94702
Mailing Address
Phone number
(510) 423-3203
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
RO2 WEALTH
CRD#: 335232Berkeley, CA 94702TRUST BUT VERIFY
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