Shilin YinCRD Number: 6137583
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Shilin Yin (CRD# 6137583) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 4 years of experience in the finance industry.
Dutch Asset Corporation
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
|Bank Of America, N.a.||West Norriton, PA||Dec 2013 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||West Norriton, PA||Nov 2013 - Current||3|
|Morgan Stanley||Utica, NY||Nov 2012 - Oct 2013||< 1|
|Benefito Inc.||Schwenksville, PA||Oct 2011 - Oct 2012||1|
|Research Associates For Defense Conversion, Inc.||Marcy, NY||Aug 2010 - Sep 2011||1|
|Radc, Inc.||Marcy, NY||Aug 2010 - Sep 2011||1|
|Benefito Inc.||Schwenksville, PA||Jan 2008 - Aug 2010||2|
|Home Finance Of America||Plymouth Meeting, PA||May 2007 - Jan 2008||< 1|
|Academy Of Community Music||Fort Washington, PA||Sep 2001 - May 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2013|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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