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Soohye Shin

Charles Schwab & Co., Inc.

Edgewater, NJ

CRD 8166245

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-08-26
  • NJ RA
    APPROVED
    Since 2026-08-26

Branch Locations

66 The Promenade, Edgewater, NJ 07020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Bank Englewood Cliffs NJ 10/2019 03/2025
Woori America Bank Fort Lee NJ 08/2018 09/2019
Homemaker Dumont NJ 04/2016 07/2018
Extended Travel Fort Lee NJ 04/2025 09/2025
Charles Schwab & Co., Inc. Edgewater NJ 10/2025 Present
Charles Schwab Bank, Ssb Edgewater NJ 10/2025 Present
  • 10/2019 → 03/2025
    Td Bank
    Englewood Cliffs, NJ
  • 08/2018 → 09/2019
    Woori America Bank
    Fort Lee, NJ
  • 04/2016 → 07/2018
    Homemaker
    Dumont, NJ
  • 04/2025 → 09/2025
    Extended Travel
    Fort Lee, NJ
  • 10/2025 → Present
    Charles Schwab & Co., Inc.
    Edgewater, NJ
  • 10/2025 → Present
    Charles Schwab Bank, Ssb
    Edgewater, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-24
  • S66 Uniform Combined State Law Examination
    2026-08-24

View on SEC IAPD

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