Ted
Lin
Cedrus LLC
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About this Advisor
Ted Lin is a financial advisor based out of Broomfield, Colorado with a total of 1 year of industry experience. Lin is on the advisory team at Cedrus LLC. Lin has gained experience at Cedrus LLC, Babylon Health, Slv Health, Spanish Peaks Regional and Concentra. Lin maintains a Series 65 license, certifying them as an investment advisor representative, and can work in Colorado. Cedrus LLC is a firm headquartered in Littleton, CO. It manages $476 million in assets among its 1,553 accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm serves 11 charities and foundations. Of its 1,553 customer accounts, 15% are held by high-net-worth individuals who have at least $1 million in assets. The company has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice typically are based on which services are offered. However, fee types billed by Cedrus LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cedrus LLC Brokerage Details
$476,341,031
16
1,553
$306,723
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Ted Lin Work History
Ted has been registered as a financial advisor for 1 years.*
Cedrus LLC
Babylon Health
Slv Health
Spanish Peaks Regional
Concentra
*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 Ted 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 Cedrus LLC
Littleton, CO
Littleton, CO
Littleton, CO
Littleton, CO
Littleton, CO
Broomfield, CO
Denver, CO
Littleton, CO
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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