Michael C. Lin

NEW INSIGHT WEALTH ADVISORS

San Ramon, CA 94583

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CRD#: 4803016

Professional summary

Michael Chuan Chen Lin, who also goes by Chuan-chen Michael Lin, Chuan-chen Lin, Michael C Lin, is a registered financial advisor currently at NEW INSIGHT WEALTH ADVISORS located in San Ramon, California and PURSHE KAPLAN STERLING INVESTMENTS located in San Ramon, California.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Michael has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chuan-Chen Michael Lin | Chuan-Chen Lin | Michael C Lin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 1. New Insight Wealth Advisors 2. Investment related 3. 111 DEERWOOD ROAD SUITE 250 SAN RAMON, CA 94583 4. RIA 5. Private Wealth Advisor 6. 01/2022 7. 160 hrs/mo 8. 4 hrs during trading 9. Investment and Advisory Services 2) 1. Michael Lin Workshop 2. Not investment related 3. 4324 Gardenia St., San Ramon, CA 94582 4. Video & Media Production 5. Owner 6. 05/2022 7. 4 hrs/mo 8. 0 hrs during trading 9. Project management of video and media production projects, writer, director and producer roles 3) 1. Purshe Kaplan Sterling Investments 2. Investment Related 3. 111 Deerwood Rd Suite 250 San Ramon, CA 94583 4. Registered Representative 6. 06/2022 7. Variable less than 10% of time 8. Variable, less than 10% of time. 9. Sales of securities products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Chuan Chen Lin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 10, 2022 - Present

NEW INSIGHT WEALTH ADVISORS

Office #1: 111 Deerwood Road Suite 250, San Ramon, CA 94583

RIA

CRD#: 318083

San Ramon, CA

Current

June 13, 2022 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 111 Deerwood Rd Suite 250, San Ramon, CA 94583

CRD#: 35747

San Ramon, CA

Past

February 12, 2007 - January 12, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SAN RAMON, CA

Past

February 1, 2007 - January 12, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

SAN RAMON, CA

Past

September 27, 2004 - September 29, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WALNUT CREEK, CA

Past

September 27, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 27, 2004 - September 29, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

WALNUT CREEK, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NEW INSIGHT WEALTH ADVISORS

CRD#: 318083 / SEC#: 801-123002

RIA

Registered Investment Advisory firm - (1/7/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(1/10/2022)

California
(6/13/2022)

IAR

Texas
(7/26/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/9/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/23/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

NEW INSIGHT WEALTH ADVISORS

CRD#: 318083 / SEC#: 801-123002

RIA

Registered Investment Advisory firm - (1/7/2022 Approved)

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Contact information

Main Address

111 Deerwood Road Suite 250, San Ramon, CA 94583

Mailing Address

Phone number

(925) 236-2525

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE - NEW INSIGHT WEALTH ADVISORS (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,109
AUM (Assets Under Management)	$ 338,846,689

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Michael C. Lin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Chuan Chen Lin's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

NEW INSIGHT WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/9/2004

SIE

Date: 10/1/2018

Series 7

Date: 9/23/2004

FINRA

Current Firm

NEW INSIGHT WEALTH ADVISORS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEW INSIGHT WEALTH ADVISORS

TRUST BUT VERIFY

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