Unclaimed Profile

Isao Lee Shoji

TSG ADVICE PARTNERS, LLC·COLUMBUS, Ohio

SIE, Series 7, Series 66CFPClean record20 years registeredTSG ADVICE PARTNERS, LLC

349 W NATIONWIDE BLVD, COLUMBUS, OH 43215CRD# 5133809Firm CRD# 305999

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Isao Lee Shoji · COLUMBUS, OH

Registration

CRD #5133809 · TSG ADVICE PARTNERS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

TSG ADVICE PARTNERS, LLC

Nov 2019 – present

AMERIPRISE FINANCIAL SERVICES, INC.

Aug 2006 – Nov 2019

Columbus, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 9, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TSG ADVICE PARTNERS, LLC

CRD 305999 · SEC 801-117566

AUM

$613M

Regulatory assets under management

Employees

2,969 client accounts

Services offered by TSG ADVICE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TSG ADVICE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Isao Lee Shoji offer?

Isao Lee Shoji specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Ohio for a consultation.

What are Isao Lee Shoji's credentials?

Isao Lee Shoji holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Isao Lee Shoji located?

Isao Lee Shoji is based in COLUMBUS, Ohio, working with TSG ADVICE PARTNERS, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Isao Lee Shoji charge for services?

Isao Lee Shoji's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TSG ADVICE PARTNERS, LLC?

TSG ADVICE PARTNERS, LLC has approximately 12 employees and manages $613M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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