Mei Li Lin
Investment adviser representative at Schwab Wealth Advisory, Inc.
14 yearsExperience
1 stateRegistered in
$0Firm assets
14 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2025 to now
- Charles Schwab & Co., Inc.Mar 2022 to now
- Charles Schwab Bank, SsbMar 2022 to Apr 2025
- Regions BankDec 2020 to Mar 2022
- Santander Bank, N.A.Jan 2020 to Dec 2020
- Santander Securities, LLCJan 2020 to Dec 2020
- Wells Fargo Bank, N.A.Apr 2018 to Jan 2020
- Wells Fargo Clearing Services, LLC.Apr 2018 to Jan 2020
- N/aSep 2017 to Apr 2018
- Santander Bank, N.A.Sep 2012 to Sep 2017
- Santander Securities, LLCSep 2012 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 5788062
- Firm CRD
- 159035