HL
CFP
HL
CFP

Han Lin

32 Years of Experience
Pasadena, CA
Broker

Han Lin is a CFP-designated registered investment advisor at Morgan Stanley, based in Pasadena, CA, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

55 South Lake Avenue Pasadena Towers - Tower II, Suite 700, Pasadena, CA, 91101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Han is the sole proprietor/owner of Lin Farm, an agricultural business in Duarte, California, since June 2023. This requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
August 2016 - Present · 9 yrs 9 mos
Morgan StanleyBroker
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1999 - August 2016 · 17 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 1998 - August 2016 · 17 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1994 - October 1994 · 1 mo
U. S. Pacific Financial Services, INC.Broker
July 1993 - February 1999 · 5 yrs 7 mos
Concorde Brokerage CORP.Broker
August 1989 - October 1989 · 2 mos
State Registrations15 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.