Stanley Kim, financial advisor Cleveland OH
96 score

Stanley Kim

CRD Number: 3146852
Current Firm: Courtland Partners, Ltd.

Stanley Kim (CRD# 3146852) is an Investment Advisor Representative working at Courtland Partners, Ltd. in Cleveland, OH and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Courtland Partners, Ltd. Los Angeles, CA Apr 2013 - Current 5
Wachovia Securities LLC Encino, CA Jul 2003 - Apr 2013 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Jan 1999
Contact Info for Stanley S. Kim
Phone Number: 216-522-0330
Firm Website: http://www.courtland.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    69,887
    MILLIONS
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $1,747,177,851
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, OH

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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