Wonyul Sohn (CRD# 6965082) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has 1 year of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Atlanta, GA | Mar 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta, GA | Dec 2021 - Current | 1 |
| Hanmi Bank | Los Angeles, CA | Jun 2021 - Dec 2021 | < 1 |
| Esc Academy | Seoul, | Aug 2020 - May 2021 | < 1 |
| Emory University | Atlanta, GA | Aug 2016 - Aug 2020 | 4 |
| Merrill Lynch | Atlanta, GA | Jun 2018 - Aug 2018 | < 1 |
| The Thacher School | Ojai, CA | Aug 2012 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- GA
- TX
-
Total Assets Under Management1,093,689MILLIONS
-
Total Number of Accounts2,864,234ACCOUNTS
-
Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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