Chung Yueh Lin
Investment adviser representative at Osaic Institutions, Inc.
10 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Institutions, Inc.Sep 2022 to now
- Infinex Investments, inc.Sep 2022 to now
- Popular BankSep 2022 to now
- HSBC Bank USA, N.A.Aug 2016 to Sep 2022
- HSBC Securities (USA) Inc.Apr 2016 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 4737029
- Firm CRD
- 35371