Sung Shin
Investment adviser representative at Osaic Wealth, Inc.
19 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 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.
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
19 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- Chase Investment Services Corp.Jul 2007 to now
- JPMorgan Chase NAJul 2007 to now
- Woodbury Financial Services, Inc.Jul 2018 to Jan 2024
- Capital One Sharebuilder, Inc.Jan 2015 to Jul 2018
- Sharebuilder 401kJan 2015 to Jul 2018
- Capital One Financial AdvisorsSep 2012 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 4541871
- Firm CRD
- 23131