David Lin
Clifford Swan · Pasadena, California
David Lin is a fee-only financial advisor at Clifford Swan in Pasadena, California, who holds the CFA credential. David focuses on retirement planning, estate & legacy planning and family wealth transfer. Clifford Swan reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Clifford Swan |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.48B across 2,598 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 6783142 |
| Firm size | 40 employees |
| Disclosures | None reported |
| Website | www.cliffordswan.com |
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Questions about David
Is David Lin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Clifford Swan reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Clifford Swan, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Lin based?
David Lin is based in Pasadena, California.
What does David specialize in?
David's specialties include retirement planning, estate & legacy planning and family wealth transfer. David works with multi-generational families.
What credentials does David Lin hold?
David Lin holds the CFA credential.
Is David Lin registered with the SEC?
Yes. David Lin is registered as an investment adviser representative in CA (CRD 6783142), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clifford Swan manage?
Clifford Swan reports $4.48B across 2,598 accounts in assets under management.
How do I contact David Lin?
Through David's website, www.cliffordswan.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Clifford Swan website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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