Christopher Linshik Shin
Professional Summary
Christopher Linshik Shin, who also goes by Chris Shin, was a registered financial advisor. Christopher was a previously registered financial professional and started their career in finance 2001 - 2023. Christopher had worked at 10 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chris Shin
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
ALTI STRATEGIC ADVISORY (US) BD, LLC | ALVARIUM MB (US) BD, LLC | ALVARIUM MB (US) , LLC
Contact Information
Established
Delaware since 11/12/2019Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ALTI ASSET MANAGEMENT HOLDINGS 2 LIMITED | SOLE MEMBER | — |
| GROSSMAN, JAMIE IVAN | PRINCIPAL | 6454053 |
| LANGLEY, CHAD OMAR-JAI | CHIEF EXECUTIVE OFFICER | 5212889 |
| MERLINO, NICHOLAS JOSEPH | CHIEF COMPLIANCE OFFICER | 5730516 |
| SHAW, ANTHONY | FINANCIAL AND OPERATIONS PRINCIPAL, PRINCIPAL FINANCIAL OFFICER, AND PRINCIPAL OPERATIONS OFFICER | 7338445 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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