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Advisors/Joon Rhee
Joon Rhee
PROFESSIONAL PROFILE

Joon Rhee

Co-Founder

Fincadia Capital Partners

New York, New York

35+ years since first registrationDisclosures reportedFINRA report · Sep 20, 2026
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What this record containsView sources
Professional source3 linked sources
Source review2026-09-16
Public identifierCRD 2167218
Business contactEmail & phone published

Published information helps you research. Confirm current details with the original source.

EXPERIENCE & PUBLIC RECORDS

A clearer picture of the professional.

How we check
Registration history35+ years

Since the earliest registration shown: August 1991.

Elapsed time through Sep 20, 2026; may include gaps. This is not a measure of continuous practice or expertise.
FINRA BrokerCheck report

Disclosures reported

The report lists disclosure events. Read each event and its outcome in context; a disclosure does not by itself establish wrongdoing.

Report checked Sep 20, 2026 · CRD 2167218
  • Regulatory Event: 1
  • Customer Dispute: 2

Broker registration at review: Registered

Read the official report (PDF)

This is a dated summary of one public report, not a certification of a clean record. FINRA reporting rules and coverage apply; events outside the report may exist. Check BrokerCheck and the SEC adviser database before deciding. Suggest a correction.

Published profile

Joon Rhee co-founded Fincadia and is an executive director of the Fincadia Group. His official biography describes experience in branch leadership, private markets, and client liquidity events. He serves on Arete Wealth Management’s executive and due diligence committees.

Team affiliation and role are from Fincadia’s published roster. This is separate from the registered broker-dealer or investment adviser; use the regulatory links to check current registration.

LeadershipWealth managementPrivate EquityBusiness owners

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Professional details

Published practice focus
Wealth management
Credentials in source
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CRD number
2167218

Sources & record context

Source review recorded: 2026-09-16. A directory listing is not confirmation of current licensing, disciplinary standing, or suitability.

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