Mengyao Lin

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 10/2025 → 12/2025
  J.P. Morgan Securities Llc
  San Diego, CA
• 10/2025 → 12/2025
  Jpmorgan Chase Bank, N.A.
  San Diego, CA
• 10/2023 → 09/2025
  Unemployed
  San Diego, CA
• 09/2018 → 09/2023
  J.P. Morgan Securities Llc
  San Diego, CA
• 09/2018 → 09/2023
  Jpmorgan Chase Bank, N.A.
  San Diego, CA
• 06/2018 → 09/2018
  Sweethoney Dessert
  Davis, CA
• 06/2018 → 08/2018
  Forever 21
  Davis, CA
• 12/2016 → 05/2018
  Unemployed
  Davis, CA
• 10/2015 → 11/2016
  Utposter
  Toronto
• 12/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  La Jolla, CA
• 01/2026 → Present
  Bank Of America, N.A.
  La Jolla, CA

Other Businesses

I*3421265 Entity Type: For Profit Name of OBA: Individual - ebay selling Address: San Diego, California, 92129 Investment Related: No Position, Title, Association: Owner Employee Start Date: 09/01/2024 Number of Hours: 2, Weekly Number of Hours during trading: 0 Duties: Selling unneeded personal items Photograph, list, sell and ship personal items on ebay and other resell platforms

Exams

• S66 Uniform Combined State Law Examination
  2026-03-06
• S63 Uniform Securities Agent State Law Examination
  2018-12-04

Other Names

• Olivia Lin