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David Tae hyun Kim

Investment adviser representative at Matauro, LLC
12 yearsExperience
3 statesRegistered in
$1BFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Simplicity Investments, Inc.Feb 2025 to now
  2. Matauro, LLCSep 2024 to now
  3. Purshe Kaplan Sterling InvestmentsSep 2024 to Feb 2025
  4. Equitable Advisors, LLCAug 2018 to Sep 2024
  5. AXA Advisors, LLC.Aug 2018 to Jun 2020
  6. UnemployedMay 2018 to Aug 2018
  7. BookstrJun 2017 to Aug 2017
  8. Quantum CapitalMar 2017 to Apr 2017
  9. Boston UniversitySep 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 3 states (CA, NY, TX).

Matauro, LLC

$1BAssets managed
876Clients
10Advisers
2 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
6976669
Firm CRD
333038
Advisor's SEC record (opens in a new tab)
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