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Mei Li Lin

Schwab Wealth Advisory, Inc.

Atlanta, GA

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-04-24
  • GA RA
    APPROVED
    Since 2025-04-24

Branch Locations

3424 Peachtree Road, Ne Suite 1750, Atlanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Santander Securities, Llc Guaynabo PR 09/2012 09/2017
Wells Fargo Bank, N.A. Peachtree Corners GA 04/2018 01/2020
Wells Fargo Clearing Services, Llc. Peachtree Corners GA 04/2018 01/2020
N/A Staten Island NY 09/2017 04/2018
Santander Bank, N.A. Brooklyn NY 09/2012 09/2017
Santander Bank, N.A. Boston MA 01/2020 12/2020
Santander Securities, Llc Dorchester MA 01/2020 12/2020
Charles Schwab & Co., Inc. Atlanta GA 03/2022 Present
Charles Schwab Bank, Ssb Atlanta GA 03/2022 04/2025
Regions Bank Dunwoody GA 12/2020 03/2022
Schwab Wealth Advisory, Inc Atlanta GA 04/2025 Present
  • 09/2012 → 09/2017
    Santander Securities, Llc
    Guaynabo, PR
  • 04/2018 → 01/2020
    Wells Fargo Bank, N.A.
    Peachtree Corners, GA
  • 04/2018 → 01/2020
    Wells Fargo Clearing Services, Llc.
    Peachtree Corners, GA
  • 09/2017 → 04/2018
    N/A
    Staten Island, NY
  • 09/2012 → 09/2017
    Santander Bank, N.A.
    Brooklyn, NY
  • 01/2020 → 12/2020
    Santander Bank, N.A.
    Boston, MA
  • 01/2020 → 12/2020
    Santander Securities, Llc
    Dorchester, MA
  • 03/2022 → Present
    Charles Schwab & Co., Inc.
    Atlanta, GA
  • 03/2022 → 04/2025
    Charles Schwab Bank, Ssb
    Atlanta, GA
  • 12/2020 → 03/2022
    Regions Bank
    Dunwoody, GA
  • 04/2025 → Present
    Schwab Wealth Advisory, Inc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-23
S63 Uniform Securities Agent State Law Examination 2010-07-14
  • S65 Uniform Investment Adviser Law Examination
    2022-09-23
  • S63 Uniform Securities Agent State Law Examination
    2010-07-14
Other Names
  • Meili Lin
  • Mei Lin
  • Mei Li Lin

View on SEC IAPD

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BISON WEALTH, LLC · ATLANTA, GA
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RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
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