Eric Young Sin

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2006-06-22 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
  Phoenix, AZ
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

1. ERIC Y SIN POSITION: financial advisor NATURE: personal/self INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: 8765 e bell rd, 204, Scottsdale AZ 85260, United States DESCRIPTION: variable+ fix annuity sales 2. MOSAIC WEALTH SOLUTIONS POSITION: financial advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2018 ADDRESS: 8765 e bell rd 204, 204, Scottsdale AZ 85260, United States DESCRIPTION: marketing name of our office

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-19
• S63 Uniform Securities Agent State Law Examination
  1989-01-27