ChooseAFinancialAdvisor.com
Advisors / Arizona / Scottsdale
38yrs

Eric Sin

Financial advisor at Osaic Wealth

Based in Scottsdale, Arizona, Eric Sin is a fiduciary financial advisor with 38 years of industry experience. Eric joined Osaic Wealth in 2023, after 17 years at Osaic Services. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.

Scottsdale, AZ 85260Top 6% by experience in ScottsdaleFiduciary advisor
Call the officeDirections

At a glance

Experience38 years (since 1989)
How that compares ?Top 6% by experience in Scottsdale
Office8765 E. Bell Road Suite 204, Scottsdale, AZ 85260
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states

Services through Osaic Wealth

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2023 – now
    Osaic Wealth, Inc.Current firm
  2. 2006 – 2023
    Osaic Services, Inc.Previously

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Eric

How do I contact Eric?

Call Eric’s local office at (480) 495-7565 or the Osaic Wealth main office at (800) 821-5100, and ask for Eric Sin.

How long has Eric been a financial advisor?

Eric has been in the industry since 1989, about 38 years. Top 6% by experience in Scottsdale.

What licenses does Eric hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Eric a fiduciary?

Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Eric paid?

Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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