AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
YP

Yoon S. Pak

Some features on this profile are disabled
CRD#: 1968576
YP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Yoon Song Pak, who also goes by Richard Pak, Yoon Richard Song Pak, was a registered financial professional .

Yoon is a previously registered financial professional and started their career in finance in 1996. Yoon had worked at 3 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 3, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard Pak | Yoon Richard Song Pak

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 14, 2005 - January 4, 2022

SHINHAN SECURITIES AMERICA, INC.

BD
CRD#: 31977
NEW YORK, NY
Past

August 12, 2003 - January 4, 2006

KBFG SECURITIES AMERICA INC.

BD
CRD#: 39356
NEW YORK, NY
Past

November 14, 2001 - July 22, 2003

SAMSUNG SECURITIES (AMERICA), INC.

BD
CRD#: 43432
NEW YORK, NY
Past

March 11, 1996 - November 2, 2001

KBFG SECURITIES AMERICA INC.

BD
CRD#: 39356
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/29/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam

Current Firm


SS
SHINHAN SECURITIES AMERICA, INC.
GOOD MORNING SECURITIES USA INC. | SSANGYONG SECURITIES AMERICA INC. | SHINHAN SECURITIES AMERICA, INC. | SHINHAN INVESTMENT AMERICA INC. | GOOD MORNING SHINHAN SECURITIES USA INC.

CRD#: 31977 / SEC#: , 8-45648

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
750 7th Avenue Suite 2602, New York, NY 10019
Mailing Address
750 7th Avenue Suite 2602, New York, NY 10019
Phone number
(212) 397-4000
Established
New York since 02/01/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
SHINHAN SECURITIES CO., LTD.SHAREHOLDER
BARENBOIM, LEONARDCCO1523181
GEORGE, KENNETH RONALDFINOP2643369
KIM, CHANBUMINTERIM PRESIDENT, DIRECTOR7743171
LEE, JAE SANGDIRECTOR8131978

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SHINHAN SECURITIES AMERICA, INC.

CRD#: 31977

TRUST BUT VERIFY

Monitor Yoon Pak

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics