DL
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David Lin

11 Years of Experience
Wellesley, MA
Broker

David Lin is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 11 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

112 Worcester Street, Wellesley, MA, 02481

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is a property owner of Citadel Holdings 15 LLC since September 2023 and rental property in Cambridge since December 2024. He dedicates minimal time outside business hours to these investment-related activities.

Employment History
Current Registrations
Morgan Stanley
February 2018 - Present · 8 yrs 5 mos
Morgan StanleyBroker
January 2018 - Present · 8 yrs 6 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
June 2007 - June 2009 · 2 yrs
Wall Street AccessBroker
July 2006 - June 2007 · 11 mos
Foresight Research Solutions LLCBroker
April 2006 - August 2006 · 4 mos
State Registrations21 states
AKCACOCTDCDEFLHIILMAMDMINHNJNVNYPARITXWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
David Lin - Financial Advisor | TrueAdvisor