AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
LF

Lin Fei

SUN GLOBAL
Kendall Park, NJ
CRD#: 8250175
Some features on this profile are disabled
LF
Lin FeiSUN GLOBAL

Professional summary


Lin Fei is a registered financial advisor currently at SUN GLOBAL LLC located in Kendall Park, New Jersey.

Lin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Lin has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Lin Fei's 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

April 6, 2026 - Present

SUN GLOBAL LLC

RIA
CRD#: 317484
Kendall Park, NJ

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.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(4/6/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/1/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/26/2025
Securities Industry Essentials Examination

Current Firm


SG
SUN GLOBAL LLC
SUN GLOBAL DE LLC | SUN GLOBAL LLC

CRD#: 317484 / SEC#: 801-129826

RIA
Registered Investment Advisory firm - (4/2/2024 Terminated)
California
Registered Investment Advisory firm - (7/31/2024 Approved)
Delaware
Registered Investment Advisory firm - (4/29/2025 Approved)
District of Columbia
Registered Investment Advisory firm - (9/6/2024 Approved)
Illinois
Registered Investment Advisory firm - (9/5/2024 Approved)
Maryland
Registered Investment Advisory firm - (10/7/2024 Approved)
Massachusetts
Registered Investment Advisory firm - (1/10/2025 Approved)
New Jersey
Registered Investment Advisory firm - (1/20/2023 Approved)
North Carolina
Registered Investment Advisory firm - (2/1/2024 Terminated)
Ohio
Registered Investment Advisory firm - (12/15/2021 Approved)
Pennsylvania
Registered Investment Advisory firm - (9/26/2022 Approved)
Texas
Registered Investment Advisory firm - (9/27/2022 Approved)
Virginia
Registered Investment Advisory firm - (10/9/2025 Approved)
Washington
Registered Investment Advisory firm - (2/3/2026 Approved)
Loading...

Contact information


Main Address
640 Freedom Business Center Dr #340, King Of Prussia, PA 19406
Mailing Address
Phone number
(302) 521-5560
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts16
AUM (Assets Under Management)$ 5,566,610

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.

Company Information


SUN GLOBAL LLC

CRD#: 317484Kendall Park, NJ

TRUST BUT VERIFY

Monitor Lin Fei

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
HELENA, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
ESTERO, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.