Ji Hae Shin

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

• 08/2018 → Present
  Woodbury Financial Services
  Brooklyn, NY
• 05/2018 → 08/2018
  Pay-O-Matic
  Long Island City, NY
• 03/2018 → 04/2018
  Woori America Bank
  Flushing, NY
• 05/2012 → Present
  Young Discount Shop
  Bronx, NY
• 12/2019 → 01/2024
  Woodbury Financial Services Inc
  Brooklyn, NY
• 01/2024 → Present
  Osaic Wealth, Inc.
  Brooklyn, NY

Previous Registrations

• 2022-10-04 → 2024-01-19
  Woodbury Financial Services, Inc.
  Brooklyn, NY

Other Businesses

1. SAS CAPITAL LLC POSITION: Office Manager / Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2018 ADDRESS: 1344 Coney Island Avenue, Brooklyn NY 11230, United States DESCRIPTION: Office manager / Registered AssistantDuties include; Office management, customer service, administrative duties, correspond with back office & assisting the IAR (Sung Shin Rep ID: NAX) in support of his business. 2. SAS CAPITAL LLC NY POSITION: Office Manager / Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2018 ADDRESS: 1344 Coney Island Avenue, Brooklyn NY 11230, United States DESCRIPTION: Office manager / Registered AssistantDuties include; Office management, customer service, administrative duties, correspond with back office & assisting the IAR (Sung Shin Rep ID: C2A) in support of his business.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-30

Other Names

• Ji Hae Shin