Chan Hee Chang

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

• 01/1999 → 11/2018
  John Hancock Mutual Life Insurance Compa
  Melville, NY
• 01/1999 → 11/2018
  Jhfn Signator Investors, Inc.
  Melville, NY
• 11/2018 → Present
  Osaic Wealth, Inc.
  Commack, NY

Other Businesses

1. INSURANCE BROKER/CHAN H. CHANG POSITION: Insurance Broker NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2015 ADDRESS: 575 BROADHOLLOW RD, Melville NY 11747, United States DESCRIPTION: Sales & Service for Fixed Insurance Business 2. ATLANTIC ADVISORS LLC POSITION: Senior vice president NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 11/11/2015 ADDRESS: 575 BROADHOLLOW RD, Melville NY 11747, United States DESCRIPTION: I am a investment advisor who marketing through Atlantic Advisors, LLC as a marketing name

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-29
• S63 Uniform Securities Agent State Law Examination
  1998-11-20

Other Names

• Michael Chang
• Chan Chang