Peirui 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

• 10/2021 → 11/2022
  J.P. Morgan Securities Llc
  San Francisco, CA
• 10/2021 → 11/2022
  Jp Morgan Chase Bank, N.A.
  San Francisco, CA
• 04/2020 → 09/2021
  Bank Of America
  San Francisco, CA
• 08/2018 → 07/2019
  Pingan Bank
  Guangzhou
• 05/2018 → 07/2018
  Ukec (United Kingdom Education Center)
  Nottingham
• 09/2013 → 06/2017
  Northeastern University At Qinhuangdao
  Qinhuangdao
• 07/2019 → 04/2020
  Unemployed
  San Francisco, CA
• 08/2016 → 05/2017
  University Of Dundee
  Dundee
• 05/2017 → 10/2017
  Unemployed
  Haikou
• 10/2017 → 05/2018
  University Of Nottingham
  Nottingham
• 07/2018 → 08/2018
  University Of Nottingham
  Nottingham
• 09/2021 → 10/2021
  Unemployed
  San Francisco, CA
• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 03/2023 → Present
  Bank Of America N.A.
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-04-03
• S63 Uniform Securities Agent State Law Examination
  2022-02-18

Other Names

• Rui Lin