June Chin
June Chin is a registered investment advisor at Osaic Wealth, INC., based in New York, NY, with 30 years of industry experience. June operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
139 Centre Street, Suite 806A, New York, NY, 10013
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2009Other Business ActivitiesSells Insurance
June manages real estate, including collecting rent from multiple properties, and is involved with several real estate-related LLCs. She also provides advisory services through Southland Equity Partners and sells fixed life insurance through Pinnacle 139 Financial Group Inc., spending about a quarter of her time on advisory services.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Southland Equity Partners, LLC.
Previous Registrations
Southland Equity Partners, LLC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.