David Yi-yen Lin

Current Employers

Clifford Swan Investment Counselors

177 E. Colorado Blvd Ste 550, Pasadena, CA 91105-1965 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-01

CA RA
APPROVED

Since 2025-01-01

Branch Locations

177 E. Colorado Blvd Ste 550, Pasadena, CA 91105-1965 • 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

Organization	City	State	From	To
Clear Shore Group	Altadena	CA	06/2016	10/2018
Clifford Swan Investment Counselors	Pasadena	CA	06/2018	Present

06/2016 → 10/2018

Clear Shore Group

Altadena, CA
06/2018 → Present

Clifford Swan Investment Counselors

Pasadena, CA

Previous Registrations

2017-07-07 → 2018-10-18

Clear Shore Group Llc

Altadena, CA

Other Businesses

Clear Shore Group is Investment-related and located at 530 S Lake Ave. #867 Pasadena, CA 91101. The nature of the business is Investment Advisory/portfolio mgmt. I am the CEO/Portfolio Manager. The business started June 2016. I spend 20 hours/month, 5 during trading hours. My duties are portfolio management, trading and operation.

Current Employers

Clifford Swan Investment Counselors

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Firms

Other Investors

Other Offices

Reviews