Sang hyeon Kim
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Oct 2024 to now
- Charles Schwab Bank, SsbOct 2024 to now
- Vantage Point Financial, LLCJul 2022 to Oct 2024
- Lendbuzz, Inc.Apr 2021 to Jun 2022
- UnemployedJan 2021 to Mar 2021
- Wayfair IncJul 2020 to Dec 2020
- Full Time EducationJul 2019 to Jun 2020
- BarbarianApr 2019 to Jun 2019
- UnemployedMar 2019 to Apr 2019
- Republic of Korea ArmyMay 2017 to Feb 2019
- UnemployedJan 2017 to Apr 2017
- Bain and CompanyJul 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7594946
- Firm CRD
- 5393