Yuchen Lin

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-05-11
NY	RA	APPROVED	2026-04-18

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	09/2022	Present
Cushman & Wakefield	New York	NY	06/2022	08/2022
Mount Sinai Health System	New York	NY	01/2022	01/2022
Baruch College	New York	NY	01/2022	05/2022
Baruch College	New York	NY	08/2020	01/2022
Francis Lewis High School	New York	NY	08/2016	08/2020

09/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
06/2022 → 08/2022

Cushman & Wakefield

New York, NY
01/2022 → 01/2022

Mount Sinai Health System

New York, NY
01/2022 → 05/2022

Baruch College

New York, NY
08/2020 → 01/2022

Baruch College

New York, NY
08/2016 → 08/2020

Francis Lewis High School

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-18

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