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Hui yao kelly Lin

Legacy Edge Advisors

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About Hui yao kelly Lin

Hui Yao Kelly Lin is an investment advisor representative with Legacy Edge Advisors. Hui Yao Kelly Lin has been in the industry for over 23 years and is licensed in New York. Hui Yao Kelly Lin specializes in providing financial planning and portfolio management services for individuals. Prior to joining Legacy Edge Advisors, Hui Yao Kelly Lin was employed at TIAA-CREF Individual & Institutional Services, LLC. Hui Yao Kelly Lin is also a licensed insurance agent.

Firm Information

Hui yao kelly Lin is currently registered with Legacy Edge Advisors. Legacy Edge Advisors is an investment advisory firm headquartered in Syosset, NY, managing over $626 million in assets. With 6 licensed agents and 12 investment adviser representatives, they provide financial planning and portfolio management for individuals and high-net-worth individuals. They also participate in wrap fee programs.
Legacy Edge Advisors

485 UNDERHILL BLVD.

SYOSSET, NY 11791

$626.96M

Assets Under Management

5

Total Clients

12

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Hui yao kelly Lin’s Registration & Firm History

NY

11/01/2023 - Present

Legacy Edge Advisors (SYOSSET NY)

NY

07/30/1999 - 03/02/2022

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)

WI

05/03/1999 - 06/22/1999

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

05/03/1999 - 06/22/1999

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 10/18/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/24/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2005

Series 7 - General Securities Representative Examination

BC

Issued 05/01/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hui yao kelly Lin.
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