Peiyi
Lin
Morgan Stanley
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About this Advisor
Peiyi Lin is a financial advisor working in San Mateo, California with a total of 1 year of industry experience. Lin is an advisor for Morgan Stanley. Over the course of their career, they have held roles at Morgan Stanley Smith Barney LLC, Citibank, N.A, Old Republic Title Company, Merrill Lynch and Bank Of America. Lin holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Morgan Stanley is a business that has its headquarters in Purchase, NY. The company has offices in 930 locations and a total of 28,000 financial advisors. It has $1 trillion in assets across its 2,233,188 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules typically depend on which service is provided. Fee types charged by Morgan Stanley can include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,185,061,196,999
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
28,000
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2,233,188
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$530,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Peiyi Lin Work History
Peiyi has been registered as a financial advisor for 1 years.*
Morgan Stanley Smith Barney LLC
Citibank, N.A
Old Republic Title Company
Merrill Lynch
Citibank, N.A
Bank Of America
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peiyi Lin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Baltimore, MD
Billings, MT
Oakland, CA
Fort Lauderdale, FL
Walnut Creek, CA
New York, NY
Pueblo, CO
Blue Bell, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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