Hui Yao Kelly Lin
Professional summary
Hui Yao Kelly Lin, who also goes by Hui Yao Kelly Lin, Hui Yau Kelly Lin, Huiyaokelly Lin, Kelly Lin, Hui Yao Kelly Un, is a registered financial advisor currently at LEGACY EDGE ADVISORS located in Syosset, New York.
Hui Yao Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Hui Yao Kelly has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Hui Yao Kelly Lin's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 1, 2023 - Present
LEGACY EDGE ADVISORS
Office #1: 485 Underhill Blvd. Suite 100, Syosset, NY 11791March 31, 2022 - November 1, 2023
WEALTHSHIELD PARTNERS, LLC
October 22, 2007 - March 2, 2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
July 30, 1999 - March 2, 2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
May 3, 1999 - June 22, 1999
ROBERT W. BAIRD & CO. INCORPORATED
May 3, 1999 - June 22, 1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
LEGACY EDGE ADVISORS
CRD#: 328064 / SEC#: 801-128842
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/1/2023)
Exams
Current Firm
LEGACY EDGE ADVISORS
CRD#: 328064 / SEC#: 801-128842
Contact information
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,118 |
| AUM (Assets Under Management) | $ 896,164,407 |
Red Flags
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