Hui Yao Kelly Lin

Employer firm

Legacy Edge Advisors CRD 328064

$1.23B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1999 → 03/2022
  Tiaa
  New York, NY
• 03/2022 → 10/2023
  Wealthshield Partners, Llc (R)
  New York, NY
• 11/2023 → Present
  Legacy Edge Advisors, Llc
  New York, NY
• 04/2022 → 10/2023
  Orbis Wealth
  New York, NY

Previous Registrations

• 2022-03-31 → 2023-11-01
  Wealthshield Partners, Llc
  New York, NY
  Cary, NC
• 2007-10-22 → 2022-03-02
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY
  Roseland, NJ
  Roseland, NJ
  New York, NY

Other Businesses

independent licensed insurance agent

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-18
• S63 Uniform Securities Agent State Law Examination
  1999-04-24

Other Names

• Kelly Lin
• Hui Yao Kelly Lin
• Hui Yao Kelly Un
• Huiyaokelly Lin
• Hui Yau Kelly Lin