Mengyao Lin
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Bank of America, N.A.Jan 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2025 to now
- J.P. Morgan Securities LLCOct 2025 to Dec 2025
- JPMorgan Chase Bank, N.A.Oct 2025 to Dec 2025
- UnemployedOct 2023 to Sep 2025
- J.P. Morgan Securities LLCSep 2018 to Sep 2023
- JPMorgan Chase Bank, N.A.Sep 2018 to Sep 2023
- Sweethoney DessertJun 2018 to Sep 2018
- Forever 21Jun 2018 to Aug 2018
- UnemployedDec 2016 to May 2018
- UtposterOct 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7029024
- Firm CRD
- 7691