Liangchih Lin

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 02/2018 → Present
  New York Life Insurance Company
  San Jose, CA
• 06/2018 → Present
  Nylife Securities Llc
  San Jose, CA
• 08/2017 → 01/2018
  Lyft
  San Francisco, CA
• 06/2017 → 01/2018
  Uber
  San Francisco, CA
• 06/2014 → 05/2017
  Unemployed
  San Jose, CA
• 01/2025 → Present
  Eagle Strategies Llc
  San Jose, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-07-30

Designations

• Chartered Financial Consultant

Other Names

• Liang Chih Lin
• Liang Lin
• Liang-Chih Lin
• Liang C Lin
• Liangchih Lin