Peirui Lin
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America N.A.Mar 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to now
- J.P. Morgan Securities LLCOct 2021 to Nov 2022
- JP Morgan Chase Bank, N.A.Oct 2021 to Nov 2022
- UnemployedSep 2021 to Oct 2021
- Bank of AmericaApr 2020 to Sep 2021
- UnemployedJul 2019 to Apr 2020
- Pingan BankAug 2018 to Jul 2019
- University of NottinghamJul 2018 to Aug 2018
- Ukec (united Kingdom Education Center)May 2018 to Jul 2018
- University of NottinghamOct 2017 to May 2018
- UnemployedMay 2017 to Oct 2017
- University of DundeeAug 2016 to May 2017
- Northeastern University At QinhuangdaoSep 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
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
- 7458841
- Firm CRD
- 7691