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Steven Dongsoo Shin

Brandywine Global Investment Management, LLC

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About Steven Dongsoo Shin

Steven Dongsoo Shin is a registered investment advisor representative. Steven has been in the industry since 1998 and is currently employed by Brandywine Global Investment Management, LLC. Steven's previous experience includes working at Jefferies & Company, Inc., C.E. Unterberg, Tobin (A California Limited Partnership), Vanguard Marketing Corporation, American Express Financial Advisors Inc. and IDS Life Insurance Company. Steven holds the Series 63 and Series 65 licenses and is registered in Pennsylvania.

Firm Information

Steven Shin is currently registered with Brandywine Global Investment Management, LLC. Brandywine Global Investment Management, LLC is an investment advisor headquartered in Philadelphia, Pennsylvania. The firm manages over $66 billion in assets for a variety of clients, including individuals, institutions, and investment companies. Brandywine Global offers a range of investment services, including portfolio management, model portfolios, and wrap fee programs. The firm specializes in equity and fixed income strategies, with a focus on global investing.
Brandywine Global Investment Management, LLC

1735 MARKET STREET

PHILADELPHIA, PA 19103

$66.45B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model-only portfolios

Model-only portfolios

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Asset-based fee from model-only recipients

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Steven Shin’s Registration & Firm History

PA

04/22/2016 - Present

Brandywine Global Investment Management, LLC (PHILADELPHIA PA)

NY

02/15/2002 - 02/11/2004

JEFFERIES & COMPANY, INC. (NEW YORK NY)

NY

11/20/2001 - 01/11/2002

C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP) (NEW YORK NY)

PA

02/02/1999 - 01/03/2000

VANGUARD MARKETING CORPORATION (MALVERN PA)

MN

08/12/1998 - 11/20/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/12/1998 - 11/20/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 12/13/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/21/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/11/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Dongsoo Shin.
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