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Our financial advice team


Sung Moo Cho, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Sung Moo Cho

Financial Advisor

Vice President of
Kuttin Wealth Management
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Interests

I enjoy my family and friends first and foremost. I take pride in my volunteer work in the greater New York City community. I am a fan of my New York Jets, New York Mets, Brooklyn Nets and the Long Island Islanders.

Awards & recognition

  • 2021 Investment News Best Places to Work for Financial Advisors, 2021

Qualifications

  • Series 7
  • Series 63
  • Series 66
  • Life & Health Insurance License

Education

  • Bachelors of Arts: English Literature, State University of New York at Buffalo

Previous experience

  • Senior Vice President of Investments, Joseph Stone Capital, LLC, 2018-2021
  • Group Account Representative, Mutual of America, 2014-2018
  • Assistant Vice President of Investments, Wells Fargo Advisors, 2009-2014
  • Vice President of Investments, JPMorgan Chase, 2007-2009
  • Financial Advisor, Merrill Lynch, 2006-2007

Community participation

I have been volunteering to help educational/recreational programs in the greater NYC community and as well as programs that combat homelessness, incarceration and recidivism since 2010.

  • New York Cares
  • Expressions Educational and Cultural Center Inc
  • The Doe Fund