Tae Kim, financial advisor Paramus NJ
93 score

Tae Kim

CRD Number: 5388341
Current Firm: Strategic Advisers, Inc.

Tae Kim (CRD# 5388341) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Paramus, NJ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Wayne, NJ Nov 2013 - Current 3
Ubs Financial Services Inc. Jersey City, NJ Aug 2009 - Oct 2013 4
Ubs Financial Services Inc. Weehawken, NJ Jul 2008 - Aug 2009 1
Ubs Financial Services Inc. New York, NY Jul 2007 - Jul 2008 1
Unemployed Teterboro, NJ Mar 2007 - Jul 2007 < 1
Ctncom America, Inc. Teterboro, NJ Apr 2003 - Mar 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Tae S. Kim
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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