Houlin Yun

$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
MD	RA	APPROVED	2025-05-19
DC	RA	APPROVED	2023-06-26
TX	RA	APPROVED	2023-06-14
VA	RA	APPROVED	2023-04-17

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Vienna	VA	11/2022	Present
The George Washington University	Washington	DC	09/2021	08/2022
University At Buffalo	Buffalo	NY	09/2019	09/2021
Bank Of China International	Haikou		06/2019	09/2019
Laguardia Community College	Long Island City	NY	09/2017	06/2019
N/A	Haikou		09/2012	09/2017
Unemployed	Buffalo	NY	06/2019	08/2019
Bank Of America, N.A.	Vienna	VA	02/2023	Present

11/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Vienna, VA
09/2021 → 08/2022

The George Washington University

Washington, DC
09/2019 → 09/2021

University At Buffalo

Buffalo, NY
06/2019 → 09/2019

Bank Of China International

Haikou
09/2017 → 06/2019

Laguardia Community College

Long Island City, NY
09/2012 → 09/2017

N/A

Haikou
06/2019 → 08/2019

Unemployed

Buffalo, NY
02/2023 → Present

Bank Of America, N.A.

Vienna, VA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-04-14

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