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Est. 2026The front page of wealth managementNew York

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Vice President · Professional Financial

Kam-Lin Kok

CRD 4645967 · Named on Form ADV at one SEC-registered adviser

At a glance

Professional Financial, an SEC-registered wealth manager based in Pittsford, NY with $226 million in regulatory assets, lists Kam-Lin Kok on its Form ADV as Vice President.

Firms and roles

AtlasMembers

Kam-Lin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2021 (5 years)
Designations
Certified Financial Planner, Chartered Financial Consultant
Exams
–
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Kam-Lin’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
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Previous firms, with start and end dates
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Employment history
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States they’re registered in
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Outside business activities
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When they joined their current firm, and their firm’s growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kam-Lin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.