Linda Lim Yang
Investment adviser representative at Savvy
16 yearsExperience
2 statesRegistered in
$5BFirm assets
4 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
- Seminars and workshops
Experience
16 years in the industry.
- SavvyJan 2026 to now
- Marcado Asset Management LLCDec 2019 to Mar 2026
- Self-employedJun 2019 to Dec 2019
- Silicon Hills Wealth ManagementMay 2018 to Jun 2019
- Self-employedAug 2017 to Apr 2018
- Captrust Financial AdvisorsApr 2017 to Aug 2017
- Maresh Yoshida 401k GroupSep 2010 to Apr 2017
- My Group LLCJun 2010 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 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
- 5303907
- Firm CRD
- 318493