Michael Shin (CRD# 6688908) is an Investment Advisor Representative working at New York Life Investment Management LLC in New York, NY and has over 7 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
New York Life | New York, NY | Dec 2020 - Current | 3 |
Deloitte Consulting LP | New York, NY | Mar 2019 - Nov 2020 | 1 |
Citigroup | Long Island City, NY | Nov 2017 - Mar 2019 | 1 |
Mindlance (citi) | Long Island City, NY | Aug 2017 - Nov 2017 | < 1 |
Woori America Bank | New York, NY | Jul 2017 - Aug 2017 | < 1 |
Cape Securities, Inc. | New York, NY | Sep 2015 - Apr 2017 | 1 |
Baruch College | New York City, NY | Sep 2011 - May 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- NY
-
Total Assets Under Management99,286MILLIONS
-
Total Number of Accounts1,160ACCOUNTS
-
Average Account Value$85,591,698
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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