Linda Lee Morel
Investment adviser representative at Yhb Investment Advisors Inc
22 yearsExperience
1 stateRegistered in
$2.3BFirm assets
36 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.
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Yhb Investment Advisors IncSep 2004 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CT).
Yhb Investment Advisors Inc
$2.3BAssets managed
1,182Clients
18Advisers
36 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
- 6283368
- Firm CRD
- 105434