Xiyao Lin, financial advisor Burke VA

Xiyao Lin

CRD Number: 6645151
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Xiyao Lin (CRD# 6645151) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burke, VA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakton, VA Mar 2020 - Current < 1
Bank Of America, N.a. Oakton, VA Mar 2020 - Current < 1
Unemployed Jersey City, NJ Jul 2019 - Mar 2020 < 1
Vforce Infotech/ Morgan Stanley New York City, NY May 2015 - Jun 2019 4
Ergo Solutions Washington, DC Jun 2014 - Nov 2015 1
George Washington University Washington, DC Aug 2012 - May 2014 1
Union Power Cpas Wuhan, May 2013 - Aug 2013 < 1
Rsm China Wuhan, Aug 2011 - Aug 2012 1
Wuhan University Wuhan, Mar 2010 - Aug 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2020
Contact Info for Xiyao Lin
Phone Number: 800-637-7455
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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, WY

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