Suyoung Cha
Investment adviser representative at Bsg Advisers
7 yearsExperience
3 statesRegistered in
$134.8MFirm assets
Under 1 yearFirm in business
Are you Suyoung Cha? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
7 years in the industry.
- Bsg AdvisersApr 2022 to now
- Business-owner Strategies Group, LLCApr 2022 to now
- At&tJan 2023 to Jul 2023
- Nylife Securities LLCOct 2021 to Apr 2022
- New York Life Insurance CoAug 2021 to Apr 2022
- UnemployedJul 2020 to Aug 2021
- Topline Federal Credit UnionApr 2019 to Jul 2020
- Wells FargoJun 2016 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (KS, MS, NC).
Bsg Advisers
Legal name: Business-owner Strategies Group, LLC
$134.8MAssets managed
272Clients
6Advisers
Under 1 yearIn 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
- 7421595
- Firm CRD
- 297243