Yuxiang Lian
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Apr 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 to now
- Job SearchingSep 2025 to Feb 2026
- Q Bay CenterOct 2024 to Jul 2025
- Boston College Carroll School of ManagementAug 2024 to Aug 2025
- Bank of ChinaJul 2024 to Aug 2024
- China Everbright BankMay 2024 to Jun 2024
- Massachusetts Growth Capital Corporation (massdevelopment)May 2023 to Aug 2023
- Boston University Questrom School of BusinessAug 2022 to May 2024
- Massachusetts Growth Capital Corporation (massdevelopment)Jun 2022 to Aug 2022
- University of Massachusetts AmherstAug 2020 to Jun 2022
- Lexington High SchoolOct 2018 to May 2020
- Weymouth High SchoolApr 2018 to Sep 2018
- Ningbo High SchoolAug 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 8245807
- Firm CRD
- 7691