Nicholas Jacob Lin
Investment adviser representative at Arta Finance
14 yearsExperience
3 statesRegistered in
$153.4MFirm 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 assets
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.
- Simplicity InvestmentsJul 2026 to now
- Arta Finance Inc.Dec 2025 to now
- Arta Wealth Management LLCDec 2025 to now
- Independent StudyMar 2025 to Dec 2025
- Charles Schwab & Co., Inc.Jun 2022 to Feb 2025
- Charles Schwab Bank, SsbJun 2022 to Feb 2025
- Arbo WorksJan 2022 to May 2022
- Socotra CapitalJun 2021 to Aug 2021
- Flyhigh TalentAug 2019 to Sep 2019
- Santa Clara UniversitySep 2018 to Jun 2022
- Sacred Heart SchoolsJun 2012 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (CA, DE, NY).
Arta Finance
Legal name: Arta Finance Wealth Management, LLC
$153.4MAssets managed
1,043Clients
3Advisers
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
- 7564569
- Firm CRD
- 318714