Hui yao kelly Lin
Investment adviser representative at Legacy Edge Advisors
27 yearsExperience
1 stateRegistered in
$1.2BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Legacy Edge Advisors, LLCNov 2023 to now
- Orbis WealthApr 2022 to Oct 2023
- Wealthshield Partners, LLC (r)Mar 2022 to Oct 2023
- TIAAJul 1999 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (NY).
Legacy Edge Advisors
Legal name: Legacy Edge Advisors, LLC
$1.2BAssets managed
532Clients
19Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3128623
- Firm CRD
- 328064