Tae-gene Kim Cho
Investment adviser representative at Grandfield & Dodd, LLC
24 yearsExperience
1 stateRegistered in
CFADesignation
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
24 years in the industry.
- Grandfield & Dodd, LLCFeb 2002 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (NY).
Grandfield & Dodd, LLC
$2.2BAssets managed
769Clients
4Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2684762
- Firm CRD
- 110971